ChecklistDek

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Build

The My Checklists tab uses a three-column builder: step list (canvas), step settings (sidebar), live client panel preview.

Create a checklist

  1. Templates → Use Checklist, Start Blank, or Import JSON.
  2. Pick the checklist from My Checklists dropdown.
  3. Edit title and description.
  4. Add, reorder (drag), and configure steps.
  5. Save.

Step types

Manual steps

  • Title and instructions for humans.
  • Optional target roles (who may complete on the client site).
  • Optional deep link (wp-admin path); the builder can infer links from title/API config.
  • Show note field / Show screenshot field for client evidence.

API steps (automation)

  • Call WordPress core REST on the remote site (e.g. read or update settings).
  • Hub exclude options strip sensitive settings fields from mutating payloads.
  • Use Validate step in the builder before relying on automation in production.

Builder tips

  • Use the preview column to see how clients will see the panel.
  • Client panel title in the sidebar can auto-save to hub settings.
  • Import / Export JSON for backups and sharing between hubs.

Auto-Capture (Pro)

Checklists → Auto-Capture records admin actions on a connected site into draft steps (settings changes, plugin toggles, etc.). Import Captured Steps sends them into the builder. User-initiated only—not background spyware.

How can we help?