A Checklist Card lets you build a list of tasks for guests to complete, displayed directly on your Travel Dashboard. Each task can include a description and an optional link, and guests can check items off and see their progress with a progress bar as they go.

Step-By-Step Instructions

1. In the section of your Travel Dashboard where you want to add the card, click the +Add button.
2. Select Checklist from the dropdown menu. This opens the Add Checklist window.
3. Under Card Design, enter a Card Title. It defaults to "Checklist," but you can rename it. You can also set an Accent Color for the card.
4. Under Add Task, enter a Task Title and, optionally, a Task Description.
5. If you want the task to include a clickable link, toggle on Add Link, choose a Link To type, and enter the Button Text that will display on the task:
6. • URL: enter the web address in the URL field.
   • Form: use Select Form to choose the form you want to link to.
   • Invoice: use Select File to choose the File the invoice belongs to, then Select Invoice to choose the Invoice within that File.
7. Click Add to save the task to the Tasks Added list below.
8. Repeat steps 4–6 to add as many tasks as you'd like. From the Tasks Added list, you can edit a task using the pencil icon, delete it using the trash icon, or reorder it by dragging the six-dot icon.
9. Once you're finished, click Add Card to save the Checklist Card to your Travel Dashboard.

Tips & Tricks 💥

• Once saved, the card shows a progress bar with a counter tracking how many tasks have been completed.
• Guests can click the chevron next to a task to expand it and view its description and link, if one was added.
• Only tasks with a link added will show a button. When a guest clicks it, the button opens in a new browser tab. For an Invoice link, guests can view the full invoice and download it as a PDF.
• When a guest checks off a task, its title displays with a strikethrough and the progress bar updates.
• Make sure to click Add in the Add Task section to add a task to the Tasks Added list before clicking Add Card. Otherwise, the task you were building won't be saved to the card.
• If you want to customize the card at any time, including the title, accent color, or tasks, hover over the card, click the pencil icon, and choose Edit Card.

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