2. Click on Save as template

3. Click on Update a model

4. Select the model to be edited from the list

5. Enter a new name for your model (optional)

6. Click on Next

7. Define sharing and modification rights

You can select the members of your subscription who will have access to the checklist.

Use the Search for a member field to quickly select a member of your subscription.

There are two distinct access rights :

• Modification : the member can modify but cannot share the model with other members
• Read-only : the member cannot modify or share the model

8. Click on save model. Your template is saved !

1. Create your section.
2. Add the sub-section by clicking on the “More” button on the same line as your section.
3. Choose “Add a section”: a sub-section will be added below your section:

To add a task under the sub-section, click on the “More” button located at the sub-section level, and choose “Add a task”:

You can also import your checklist using the Excel template, which you can download and fill in with your sections, subsections and/or tasks, then upload to the Checklist page :

When should I import my checklist template?

You have an in-house template that you want to dematerialize on Closd
You want to create several sections, sub-sections and/or tasks at once.
How do I import a checklist?

Import a checklist using our Excel file
Download the Excel template
Import the completed template

Step 1: Click on Attachment

Why duplicate a file?

Use Duplicate to when you want to keep the original file before editing your file with Microsoft Office integration.

How do I move a file?

You can use the multi-selection to move multiple files at once.

When moving a file, it is no longer accessible in the first task.

You can save a task list by clicking on Options and then Save Checklist.

You can then share the template you are saving. The members of your firm or company will be able to use it immediately.

You will find there :
The descriptions of titles and tasks ;
The structure of the elements (order and indentation) ;
Tasks descriptions.

While saving your checklist, you can either save or not the attachements by checking or unchecking the “save with attached files” box.

2. Reusing the Checklist on a new project

Go to the Checklist page of your new Project and click on Add then Browse models

Select the Checklist from the existing ones and the members you want to share it with. Proceed to import it.

Checklists can only be shared between members of the same subscription. 

Sharing your Checklist is irreversible. Once it has been shared with a member of your subscription, you will not be able to withdraw their access.

• Task access rights
• Attachment access rights for tasks

As a Project Manager, you can define access rights for tasks on the Checklist, choosing which Participants (or Groups) can see each task.

How to share a task?

Observers may also join files if the Options “Allow Guests to add files” is checked on the Settings Page.

Sharing a task does not grant access to the attachments linked to the task

How to share multiple task’s attachments ?

How to share a task’s attachments?

How to share all checklist attachments at once?

Who can change the status of a task?

Project Managers and Validators can change all statuses.

If a Participant is both a Guest and designated as Responsible parties, they can only update grey (Pending) and yellow (Started, Being draft, Transmitted, To be transmitted, To do, Awaiting validation) statuses.

Create a Status

There are 12 default statuses, organized into 5 categories:

• Not Started: Not started, Draft
• In Progress: Started, In progress, Sent
• Pending: To be sent, To do, Awaiting approval
• Completed: Completed, Approved
• Cancelled: Cancelled, Rejected

Who can change the status of a task?

Project Managers and Approvers can modify all statuses.

Task Owners (who are not Project Managers) can select statuses from the Not Started, In Progress, or Pending categories.

Responsible parties cannot select red (cancelled and refused) and green statuses (Completed and Validated).

If you have the customization option, your logo will appear on your checklist export.

By selecting the PDF format, the file will open in a new tab while the Word file will download.

How to share a Checklist by email?

• By sending them automatic reminders by clicking the “Completion date” column and “Add a reminder”.

Automatic reminders are sent if the status is not Cancelled, Completed or Validated.

• By sending them ad hoc messages by clicking on “contact the responsible parties” via the menu in the “Task” column.

To receive a copy of the reminder email, make sure to tick the “receive a copy of the message” box before clicking on Validate.

To create a new task, click on “Add” at the top right of the Checklist page. If you want to directly insert a new task between two existing tasks, click on the icon + that appears to the left of the “task” column.

How to attach a file to a task?

To attach a file to a task, click “Add attachement” in the Files column.

 You can customize access rights for each individual attachment

How to designate Responsible parties and Validators for a task?

Do not turn off the default “Notify new Responsible parties by email” option if you want Responsible parties and Validators to be notified.

Option 2:

You can designate “Responsible Parties” and “Validators” in the associated columns.