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Boards and planners

From the Checkolo Planner user guide · browse all topics

Boards group your planners. Planners are the actual checklists. This separation helps when you have more than one area of life or work to track.

Your boards list

Open the Boards page (often at /boards in the address bar). You will see cards for each board you can access, with a short description if one was added.

From here you can:

  • Open a board to see its planners.
  • Create a new board if you are allowed to (look for Add or Create and a name for the board).
  • Edit or delete boards only when you own them or have admin rights—options appear for people with permission.

Inside a board

When you open a board you see:

  • Settings — Members, sharing, and board-level options (when you have access).
  • Create Planner — Starts the checklist creation flow.
  • Planner cards — Each card shows progress-style information (such as score and status), pending counts, and a target date when set.
  • Open Planner — Enters the full checklist workspace.

If the board has no planners yet, you will see a prompt to create the first one.

Default board for new accounts

Many setups automatically create a first board (often named something like My Checklists) so you are never staring at an empty account. You can rename the board later in board settings if that is supported for your role.

Creating a planner (standard flow)

  1. Open the board where the planner should live.
  2. Click Create Planner (or Create on small screens).
  3. Fill in at least a name.
  4. Optionally add a description.
  5. Choose a template (optional):
    • Start from scratch — Empty planner; you add buckets and items yourself or with help from the AI Assistant.
    • Pick a template — Pre-filled items and structure. If you use a template, you are usually asked for a start date so dated items line up on a timeline. An optional target date helps planning.
  6. Set visibility (who can see this planner):
    • Board members — Everyone on the board.
    • Private — Only you.
    • Specific users — Limited people you choose (when available).
  7. Confirm Create.

You are then taken into the planner or can open it from the board list.

Starting from a marketing page or guide

Some Create my checklist buttons on the website send you through sign-in and then open the create planner flow with a template already chosen. If that happens, review the pre-filled name and dates, adjust if needed, and create the planner.

If your flow differs slightly, follow the on-screen steps—the product goal is the same: get you to a usable checklist quickly.

Editing or removing a planner

On the board, owners typically see edit and delete on a planner card.

  • Edit updates name, description, dates, status, and visibility.
  • Delete permanently removes that planner and its items. Only delete when you are sure; there is usually no “undo.”

Accuracy note

Template lists and field names can change. If you do not see Generate with AI inside this dialog, you can still use templates, start from scratch, and the AI Assistant on planner pages—see AI features.