Getting Started with Custom Checklist
For information on how to do this in legacy Litmus, please scroll down.
In the new, redesigned Litmus, Custom Checklist has been replaced by Task Templates. Task Templates live in the Summary view of an email, bringing custom tasks/checks across the entire workflow, rather than just in the test/QA phase.
For information on how to utilize Task Templates, visit: https://help.litmus.com/article/257-how-to-set-up-task-templates
Getting set up
What is Custom Checklist?
Custom Checklist is a fully customizable and comprehensive system of record that guides your team through every step to create a successful and error-free campaign. It saves you time by tailoring Checklist to your unique email creation and review process. You can even track when custom rules are completed, and more specifically, who completed them.
How do I turn-on or add Custom Checklist to my account?
If you are on a Litmus Enterprise plan, you can access Custom Checklist at no additional cost. The feature is already enabled within your account.
If you are on our Basic, Plus, or Pro plans, you will need to upgrade your plan to take advantage of Custom Checklist.
Creating & Managing Custom Checklists
Can I create multiple Custom Checklists in my account?
Currently, you can only create one version of your Custom Checklists notes/items per account (or per sub-account). Your Custom Checklist items will automatically be added to every Checklist you run in your account.
Who can create Custom Checklists?
Anyone who is a Full user or above can create Custom Checklist items. Any changes that are made/added to your Custom Checklists by your users will automatically update across all Checklists run in the account.
Can I assign Custom Checklists items to team members?
You can set up rules or items in your Checklists that are to be approved by certain team members. For example, an item that notes “Sally needs to approve all designs before client sign-off”.
However, keep in mind that by creating an item for a user to approve, there are no notifications to the user that this has been created for them. They will need to be made aware of this item to approve and have at least Full access in your account.
Can I assign Custom Checklists items to outside clients?
You can set up rules or items in your Checklists that are to be approved by your clients. For example, “John Smith needs to approve designs for Agency designer.”
However, keep in mind that by creating an item for a client to approve, there are no notifications to the user that this has been created for them. They will need to be made aware of this item to approve and have at least Full access in your account.
How do I edit/add to my Custom Checklist items?
To add or edit items in your Custom Checklist, simply log in and click on your name in the upper right-hand corner of your account. Then click on “Settings” and navigate to “Custom Checklist” on the left-hand menu. Once here, you can update your Custom Checklist.
Keep in mind that Custom Checklist is a set of global, shared items across your account—any changes you make will appear in every Checklist run in your account by your team.
Can I have Custom Checklist appear for some Checklists I run and not others?
Currently, this is not possible. If you set up your Custom Checklist it will appear on every Checklist you run.
Can I “turn off” or “hide” other sections of regular/standard Checklist (not Custom Checklist)?
If you would like to turn off one of the standard Checklist sections, (such as First Impressions, Tracking, Link Checking etc.) just let us know! We can hide these for you on our end. We do recommend keeping them all enabled to ensure an error-free campaign!
You can also edit, delete, and re-order your "Custom Checks" through the settings icon in the Custom Checklist section. Please keep in mind that this will be a global change and shut off/hide this section for all users in your account who run Checklists.
If I put certain rules in my Custom Checklist, when I run a Checklist test, does Litmus automatically check against these?
Currently, there is no functionality determining if you meet these custom rules or not. Please keep in mind that these are custom rules, meant to help your team with items relative to how you build emails, so we cannot check to see if you meet these or not.
Make Your First Custom Checklist
Are you ready to start your first Checklist? Head on over to Litmus Checklist and start checking off your to-dos!