Checklist

How it works

1
Items are listed newest first unless a sort is set.
2
Each row shows its title and the two or three fields that matter.
3
Filters narrow it without leaving the page.

Best for

Reading and scanning. It is the right default more often than it looks.

Not the right choice for

Comparing many fields at once — use a table.

Who uses this page

Tutor or school

Answers parents’ questions and captures the level, subject and availability that matter.

HR team

Answers the policy questions that fill your inbox, without anyone having to ask a person.

Accountancy firm

Answers the deadline and paperwork questions, and chases what you are still missing.

Driving school

Answers price, availability and test questions while you are in the car.

Questions

What data does the Checklist page use?

It reads task records the agent has collected. Steps to complete. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a list the wrong choice?

Comparing many fields at once — use a table. It is best for: reading and scanning. It is the right default more often than it looks.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.