How to add a run to a checklist

To create a new run, click the Checklists icon in the main sidebar to open the Checklists Dashboard, then open the checklist you want to use. You can start a run in two ways: either click the … more icon in the checklist header and select Add Run, or use the equivalent action available within the checklist view. 

A modal dialog will open where you can configure the run details. 

• Applicable To – Select the related business trip from the dropdown menu. This list is populated from the Business Trips module. 
• Title – Use a clear naming convention to make it easy to locate the run later. For example, include the trip date, destination, and participant names (e.g., “2025-04-15 | Paris | Marketing Team”).
• Description – Provide an overview or purpose of the business trip, or any other details relevant to your process. 
• Assignee – Choose the person responsible for managing the run from the dropdown list. 
• Measure Time – Decide how time tracking for each task will be handled. Select Mandatory if required for all tasks, Optional if you want to leave the choice to task owners, or Not Measured if no time tracking is needed. 
• Due Date – Pick the deadline for completing the checklist using the date picker. 
• Start Date – Select the date when the checklist should begin. 
• Task Sections – From the populated task list, tick the sections you want to include in this run, and untick any that are not applicable. 

Once all required information is entered, click Save. The new run will now appear on the Checklists Dashboard, ready for task assignment and progress tracking.