Welcome to Checkolo Planner | User Guide

This guide is for anyone who wants to get organized without learning a new language first. Whether you prefer step-by-step instructions or you like to click around and explore, the ideas are the same: boards hold your planners, and each planner is a checklist you can view in different ways.

Words we use (quick glossary)

Term	Plain meaning
Board	A workspace or folder for related planners. Example: “Home projects” or “My Checklists.”
Planner	A checklist for one goal (a move, an event, a launch). It has items, dates, and optional sections called buckets.
Item	A single task or step on your checklist.
Template	A pre-made planner outline you can start from instead of typing everything yourself.

Where things live on screen (logged-in app)

When you are signed in and open a checklist area (for example your boards), you usually see three main zones:

Left side — navigation and workspaces
- Home may open the public planner home or marketing area (depends how your site is linked).
- Templates and Website often open the Checkolo marketing site in a new tab so you can browse ideas.
- Workspaces lists your boards. Expand a board to see its planners and jump straight into one.
Middle — your work
This is where you see a board’s planners, or inside a planner where you manage items, filters, and views.
Right side — optional panel
On board and planner pages, you can open a panel for the AI Assistant (and when you select a task, item details). Use the arrow control on the panel edge to expand or collapse it if you want more space.

Tip: On a phone or small tablet, menus may slide in or stack. Look for the menu or sidebar control if you do not see the full layout.

A simple path for your first visit

Sign in (see the guide Sign in and your account).
Open your boards: expand Workspaces in the left sidebar, or use the Boards list from any link your team gave you (often /boards in the address bar).
Open a board (new accounts often start with something like My Checklists).
Tap Create Planner, pick a template or start from scratch, then open the planner and check off a task.

Keeping a low learning curve

Start from a template when one matches your situation—you can rename and edit everything later.
Use one board until you outgrow it; add more boards only when you want separation (work vs home, or different teams).
Ignore AI at first if you want; it is optional help, not a requirement.

Accuracy note

Screens and labels can change slightly between releases. If something here does not match your screen, trust the labels and buttons in the app first, then check these guides again after an update.