How to Create a Checklist

Creating a Checklist is the easiest way to receive payments from your team via credit card and track other items.

1. Open the TeamLinkt App & Find the Connect Tab

2. Click on 'Collect & Track'

3. Click on the '+' to Create a Checklist

4. Enter in the name of the checklist, who it is assigned to, the type of checklist, amount owed (if collecting fees), due date and any additional instructions needed. 

Checklist Types:

Simple Checklist: this is used to keep track of things like signed waivers, equipment returns, and anything else that doesn't involve money.

Collect Fees: This type of checklist is used to track & collect fees.

5. Click 'Add'.

Once you click Add, each member of your team will get an email and a push notification alerting them of the new checklist.