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How to Start a New Checklist
Creating a new checklist in Timeline Genius is a straightforward process that allows you to organize and manage tasks effectively for your event. Follow these steps to start a new checklist:
Step-by-Step Guide:
Access the Checklist Section:
From your Timeline Genius dashboard, click "Create New Event" in the top right corner.
Create a New Checklist:
Click "Start with Checklist"
Select one of the options:
Use Previous Checklist: Choose a previous checklist to serve as the template for your new one.
Select a checklist under either your Archive or Active tab
Use Template: Choose a preset template for your new checklist based on event type.
Select a template
Set Up Your Checklist:
Fill in the required fields
Add Tasks:
Begin adding tasks to your checklist. Each task should be specific and actionable to keep your planning process organized.
Due Dates:
Assign due dates to each task to ensure timely completion. You can adjust these dates as needed based on your event timeline.
Organize Tasks:
Group related tasks together. This can be by category, phase of the event planning process, or any other logical grouping that suits your workflow.
Link A New Timeline
When you're ready to add a timeline to the event, simply open the checklist and toggle to the "Timeline" tab at the top
⚠️ Important: One Checklist Per Event & When Templates Are Available
Each event in Timeline Genius can only have one checklist. If a checklist already exists on your event — even if it was auto-generated or created with just a few tasks — you will not be able to add a second checklist or import a previous one.
The "Use a Previous Checklist" and "Use a Template" options are only available at the moment of checklist creation — the very first time a checklist is started for that event. Once a checklist exists, these options are no longer available.
If your checklist already exists and is missing tasks: You can manually add the missing tasks using the Add button on the Checklist tab. You can also add them to task groups and set due dates and assignments from there.
💡 Pro Tip: If you want to start fresh using a template or a previous checklist, you would need to delete the existing checklist first, then create a new one using your preferred starting option. Make sure to note any tasks you want to keep before deleting.
Tips for Effective Checklist Management:
Regular Updates:
Regularly review and update your checklist to reflect the current status of your planning process.
Prioritize Tasks:
Identify and prioritize critical tasks to ensure they are completed on time.
Delegate Tasks:
Assign tasks to team members or collaborators to share the workload and keep everyone on track.
By following these steps, you can create a comprehensive and organized checklist that will help you manage all the tasks leading up to your event efficiently.
Need More Help?
For further assistance or questions, feel free to reach out to our support team. We're here to help you make the most out of your experience with Timeline Genius 🙂