> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/clients/checklists.md). # Checklist Every active client in WeddingOS has a checklist — a structured list of tasks that tracks planning progress from booking through the wedding day. Checklists are organized by planning phase and drive how clients move through your pipeline. *** ## How checklists work When a client is marked **Booked**, WeddingOS automatically creates their checklist from your agency's master checklist template. Every task your org has defined shows up on their checklist, assigned to the correct phase. You don't build a checklist from scratch for each client — it's generated for you. *** ## Planning phases Tasks are grouped into planning phases defined by your agency. Your admin sets the phase names and order under **Settings → Pipeline**. The default phases are Foundation, Pretties, Details, and Finale — but these can be renamed or reordered to match how your agency works. A client advances to the next phase automatically when all checklist items in their current phase are marked complete. Their current phase is visible on the client detail page and on your dashboard. *** ## Checking off tasks Open a client's detail page and go to their checklist. Click any task to mark it complete. Completed tasks are timestamped. If completing the last task in a phase would advance the client to the next phase, it happens automatically — no manual phase update needed. *** ## Task ownership Each checklist item has an **owner** — either the planner or the client. Owner is set in the master template and carries over to every client's checklist. This helps distinguish tasks your team handles internally from things you're waiting on the couple to do. *** ## Milestones Certain tasks are flagged as **milestones** — key moments in the planning process (e.g. venue booked, final headcount confirmed). Milestones appear with a distinct marker and may surface in reporting and dashboard views. *** ## Master checklist template The checklist template is managed by your admin under **Settings → Checklists**. Tasks are assigned to a phase, an owner (planner or client), and optionally flagged as a milestone. Changes to the template apply to new clients going forward — they don't retroactively update existing client checklists. If a client was imported or created before a template change, their checklist reflects whatever the template looked like at the time they were created. *** ## What happens if a client is created without a template If no checklist template exists when a client is marked Booked, no checklist is created. You'd need to add tasks manually, or ask your admin to set up a template and regenerate the checklist. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.getweddingos.com/clients/checklists.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.