---
title: Checklist Setup
description: Checklists can be configured in Family Arranger systems to track and display progress for tasks on cases in the system.
---

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# Checklist Setup

## Checklists can be configured in Family Arranger systems to track and display progress for tasks on cases in the system.

To setup a checklist in your Family Arranger system go to the three horizontal bars in the top right corner of your system to open the system settings and select the "Check List Configuration" option.

![](https://support.tributetech.com/hs-fs/hubfs/image-png-Nov-19-2025-03-43-48-6296-PM.png?width=518&height=225&name=image-png-Nov-19-2025-03-43-48-6296-PM.png)

On the checklist setup page, select the location or check list you want to edit and click the "Edit" button to enter that check list.

![](https://support.tributetech.com/hs-fs/hubfs/image-png-Nov-19-2025-03-48-10-1826-PM.png?width=236&height=161&name=image-png-Nov-19-2025-03-48-10-1826-PM.png)

Once you are in a check list, any tasks for that checklist will be listed out. To add a new task, click the green "Add New Task" button.

![](https://support.tributetech.com/hs-fs/hubfs/image-png-Nov-19-2025-03-54-44-2093-PM.png?width=481&height=144&name=image-png-Nov-19-2025-03-54-44-2093-PM.png)

This will create a new entry field where you can type in the task and click the save button to add the entry to the list.

![](https://support.tributetech.com/hs-fs/hubfs/image-png-Nov-19-2025-03-55-34-0776-PM.png?width=553&height=146&name=image-png-Nov-19-2025-03-55-34-0776-PM.png)

If you need to edit or delete an existing task from the check list, simply highlight the task in the check list and click the "Edit" or "Delete" buttons.

![](https://support.tributetech.com/hs-fs/hubfs/image-png-Nov-19-2025-03-57-20-1256-PM.png?width=522&height=143&name=image-png-Nov-19-2025-03-57-20-1256-PM.png)

Once tasks are configured in a check list, the tasks from the check list will display in the Check List tab of a case. In this section, tasks can be checked off using the toggle boxes to mark them as completed.

![](https://support.tributetech.com/hs-fs/hubfs/image-png-Nov-19-2025-04-03-29-9883-PM.png?width=670&height=184&name=image-png-Nov-19-2025-04-03-29-9883-PM.png)

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