Checklists help you finalize and personalize a space created from a template. The template creator defines the steps so you (or your colleagues) know exactly what to do before sharing the space with a customer.
This is purely for internal use and is never visible to the customer you share the space with.
What the checklist is for
Not everything can or should be automated. A checklist covers the manual finishing touches — like reviewing pages, updating specific blocks, or adding customer-specific details — so nothing gets missed.
How it works in a space
When a template includes a checklist, newly created spaces open in the Checklist tab (instead of dropping you straight into the editor). You can tick tasks off as you complete them and track progress via the progress bar. Template creators can add descriptions to clarify what each task is for.
With the Guided Space Editor role, users only have access to the checklist when creating a space and can’t edit anything else. This lets you control exactly what internal users can change during space finalization.
How to set up a checklist in a template
Open a template and enable Checklist
(Optional) Add a welcome popup
In the template preview on the right, click the white markers next to pages/blocks to create tasks
Set the order (1, 2, 3, …) and add instructions for each task
Each task is linked to a specific page or block, so it’s clear what needs attention.
