--- title: Using the Checklist/To-Do List Feature description: Do you need a checklist or to-do list for visual purposes inside a system? Watch the tutorial below. --- [Skip to content](https://kb.systemology.com/help-center/using-the-checklist/to-do-list-feature#main-content) English Show submenu for translations ![1000X162.png\]](https://kb.systemology.com/hs-fs/hubfs/1000X162.png?width=250&height=43&name=1000X162.png) Open main navigation Close main navigation - English Show submenu for translations - [www.systemHUB.com](https://www.systemhub.com/) [www.systemHUB.com](https://www.systemhub.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://kb.systemology.com/help-center?hsLang=en) 2. [Working With Content](https://kb.systemology.com/help-center/working-with-content?hsLang=en) 3. [Content & Collaboration Tools](https://kb.systemology.com/help-center/working-with-content?hsLang=en#content-collaboration-tools) # Using the Checklist/To-Do List Feature ## Learn how to use systemHUB checkboxes for scannable layout design and printable manuals, and discover why live task tracking should live inside your project management software. ### **🔍 1. systemHUB vs. Project Management** To keep your business running smoothly, it is important to understand the difference between Project Management and Systems Documentation: - **Project Management (Who, What, When):** Use platforms like Asana, Monday, or ClickUp to assign tasks, set deadlines, and track accountability. - **systemHUB (How):** This is where you store the detailed, step-by-step instructions. You should link your systemHUB processes directly to your project management tasks. --- ### **🎯 2. The Purpose of the Checklist Feature** Within systemHUB, you can format your procedures using the To-Do List icon. However, these are designed for visual clarity rather than live task tracking. - **Visual Aid:** Checkboxes make a system easier to read and scan, especially for complex processes with multiple sub-steps. - **Printable Manuals:** If you print a system or download it as a PDF, the checkboxes provide a physical space for team members to mark their progress on paper. --- ### **🚀 3. How to Add Checkboxes** When editing a system, policy, or training: 1. Open the document and click the **Edit** button. 2. Navigate to the **Procedures** or **Details** section. 3. Highlight your text or place your cursor where you want a step to begin. 4. Click the **To-Do List Item** icon in the formatting toolbar. 5. Click **Publish** to save your changes. --- ### **⚠️ 4. Important Limitation: Non-Editable on View** Once a system is published, the checkboxes are not clickable for team members in "View Mode." - **Why?** systemHUB is not a workflow manager. We prevent users from checking boxes online so they don't mistakenly think they are reporting a task as "complete" to their manager. - **Accountability:** All progress tracking and "marking as done" should remain inside your dedicated project management software to ensure there is one single source of truth for accountability. --- ### **🎉 You're All Set!** You now know how to format beautifully clean checklists for your team while keeping your tracking workflows sharp and accountable. 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