Documentation
Short guides for the CheckLinc core loop: template → run → evidence → history → share.
Getting Started
Creating your first checklist
From the dashboard, choose New checklist, name it, and add the steps people need to complete. Save the template, then start a run whenever that work is due. Starter plans include up to 5 active checklists; Pro is unlimited.
How recurring schedules work
Set a recurrence (daily, weekly, monthly, yearly, or a custom interval) on the template. When a cycle is due, start a new run from that template. Completing a run records history so the next cycle is clear.
Templates vs active runs
A template is the reusable checklist definition (items, recurrence, sharing settings). A run is one execution of that template—check off items, add notes, and complete the cycle. Edit the template when the process changes; each run stays a record of what happened that time.
Using CheckLinc
Adding notes
Notes are available on checklist items during a run. Use them for context—exceptions, measurements, or follow-ups— so history shows not just that a step was done, but what mattered.
Adding attachments (Pro)
Pro plans can attach photos and files to items as evidence (for example, a photo of a completed inspection or a PDF receipt). Attachments are available from the item on a run when your plan includes them.
Private vs shared checklists
Checklists are private by default. On Pro, you can enable sharing and send a guest link (no account required). Guests check items on your active shared run; their name and progress are saved so you can see who finished each step. Invite account holders by email when you want the checklist in their dashboard for shared work.
Item assignments (Pro)
Assign individual items to people on your team so ownership is clear on shared work. Assignments appear on the checklist and in CSV exports when you download a run.
Editing templates
Open a checklist and use edit mode to rename items, reorder steps, or change recurrence and sharing. Structural updates apply to future runs; past completed runs remain in history.
Completion history
Every completed run is kept under View History on the checklist. Use history to confirm who completed work, when, and what notes were left—without rebuilding the process each time.
CSV export (Pro)
From a checklist menu, Pro users can export the current run to CSV (items, status, completed time, assignees, and notes). PDF export is not available yet.
Account & Billing
Managing your subscription
Open Billing in the dashboard to see your plan, update payment details, or cancel. Changes are handled through Stripe's customer portal.
Upgrading to Pro
Compare plans on the pricing page, then upgrade from Billing. Pro unlocks unlimited checklists, attachments, assignments, sharing, and CSV export.
Understanding usage limits
Starter includes up to 5 active checklists. When you hit the limit, you'll be prompted to upgrade before creating another. Notes and completion history are included on Starter; attachments, assignments, sharing, and CSV export require Pro.
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