The name of the checklist run will help you search for and find checklists that you’re working on. For example, if you have a New Customer Onboarding workflow and your new customer is ACME Co., then when you use that workflow, you’d name the checklist run ACME Co. In the list of checklists you’d see ACME Co – New Customer Onboarding
Recurring Checklist Runs
When you use the Scheduler for regularly scheduled checklists based on a calendar, leave the name blank and we’ll populate the run name with the current date. This is useful for checklists like Daily Opening or Weekly Review type checklists. Then your checklists will be listed like January 31st, 2021 – Weekly Review.
Tags
Tags are another way to find checklist runs and are ultimately flexible. Tags can be used along with the name of the checklist run to help you find and organize them in your account.