Checklists
Break emails into actionable steps
Turn any email card into a checklist: onboarding, refunds, and escalations as assignable subtasks, so no process ever skips a step.
- 240,000+ users since 2017
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Sarah ChenTurn every email into a structured workflow.
Subtask lists
Subtask checklists
Add a checklist to any email card. Each item becomes a subtask your team can tick off as they work through it. See progress at a glance (3/5 complete) without opening the card.
Card templates
Card templates
Create templates with pre-built checklists for recurring processes: onboarding, returns, refunds, bug triage. Apply a template and every card starts with the right steps already listed.
Team accountability
Team accountability
Everyone on the board can see which items are done and which are pending. No more 'did you do step 3?' conversations. The checklist is the single source of truth for every card.
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Auto-classification
Tagged by intent, sentiment, and urgency automatically.
Knowledge base
Answers grounded in your docs, emails, and tools.
Perfect for processes
Perfect for processes that need every step completed.
Checklists are how teams turn emails into repeatable workflows.
Customer onboarding: Verify identity, set up account, send welcome pack, schedule kickoff call. Every new customer gets the same experience, every time.
Returns and refunds: Confirm eligibility, check inventory, process return, issue refund, send confirmation. No steps missed, no customer left waiting.
Bug triage: Reproduce issue, check logs, assign to engineering, verify fix, notify customer. Every bug report follows the same path to resolution.
Checklists work alongside due dates, assignments, and internal notes. Combine them with automation rules to auto-create cards with pre-populated checklists when specific email types arrive.
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