If a checklist item isn’t showing up, it’s likely due to a misalignment between the worksheet's tag and checklist template's tag. Below is an explanation and steps to resolve this.
💡 Tip: For a checklist item to appear on a worksheet, the worksheet’s tag must match the checklist item’s tag.
In the image below:
The checklist item is tagged with ASS.CUR.BAN.
The worksheet is tagged with ASS.CUR.
Since the worksheet’s tag does not match this, the checklist item will not appear.
However, in this example, the worksheet’s tag does match the checklist item’s tag (ASS.CUR.BAN), so the checklist item is displayed.
Step 1: Ensure the worksheet tag and checklist report code align
Checklist items appear on a worksheet when their tags match. Follow these steps to check for alignment:
Check the worksheet tag
Open the relevant worksheet and take note of the tag assigned to it.
Update the tag if necessary (if using the Xero integration, update the account's report code)
Check the checklist procedure tag
Open the checklist template and find the procedure that isn’t appearing.
Confirm that the tag linked to this procedure matches the worksheet tag.
Step 2: Ensure the checklist template is attached to the job
For checklist items to appear, the template they belong to must be linked to the workpaper:
Open the workpaper in question
Navigate to the Settings section, then Checklist
Ensure the relevant Checklist has been selected
Select Save
Step 3: Ensure the checklist template has been synced to open workpapers
If recent changes were made to the checklist template, ensure those changes are reflected in the workpaper:
Go to the Templates then Checklists
Select the Checklist template you would like to sync to open workpapers
Click Sync to Open Workpapers to update the job with the latest version of the template.
⚠️ Warning: By syncing the template to open workpapers, you may revert the status of checklists and alter the job’s progress. Carefully consider the impacts before proceeding.