Admins and Representatives can now drag and drop items when building or editing a checklist—so you can control the exact order in which clients see each task or document request.
How It Works
When creating or editing a checklist:
Use drag and drop to reorder items however you like.
The custom order is saved automatically when you publish or update the checklist.
Previously assigned checklists will not be affected. To apply the new order, simply unassign and reassign the checklist.
Benefits for Admins & Reps
Greater Control: Put the most important items first or group related tasks together.
Cleaner Client Experience: Help clients focus by presenting items in a logical, intentional flow.
Faster Onboarding: Reps can create structured, guided experiences with minimal friction.
