Checklist

The Checklist is a dynamic feature in PlanWorks that allows you to view missing sections or pages.

For the feature to work, you must mark page templates Complete using the icon on the top right of each section.

Click the Checklist (left menu) from your plan.

The top of the page lists any sections with warnings. The Checklist is divided into General, Goals, Components Not Used in Strategies, and Resources.

Expand the sections when Strategies are listed. Clicking on a strategy from the Checklist opens a new tab directly to that area.

Select the magnifying glass icon to view unbalanced resources.

Filter resources by All, Currency or Number. The table displays the initial Total entered for the resources (managed in Settings), the Designated amount indicated in a Strategy, and the remaining Balance.