> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklists

> Create client checklists that flow through to Vworker shifts for workers to complete

Client checklists are task lists added to shifts when rostering. They flow through to the Vworker mobile app for workers to complete during their shift.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/checklists/image-1761890140546-0.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=5ce971a30e6c4d4af222d5070c17e4e7" alt="Checklist on a client profile" width="1883" height="577" data-path="images/client-management/checklists/image-1761890140546-0.png" />

## Creating a new checklist

<Steps>
  <Step title="Open the checklist tab">
    Navigate to **Client Profile** → **Checklist** tab.
  </Step>

  <Step title="Create the checklist">
    Click **New Checklist**. Enter the checklist name and first item name.
  </Step>

  <Step title="Add items">
    Click **Add Additional Item** for each extra item you need on the checklist.
  </Step>

  <Step title="Save">
    Once all items are added, click **Create Checklist**.
  </Step>
</Steps>

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/checklists/image-1761890140547-1.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=8f8ce59f302452cf69d1499ab0d94377" alt="New checklist creation form" width="416" height="466" data-path="images/client-management/checklists/image-1761890140547-1.png" />

Use the **Add** and **Edit** buttons after creating the checklist to make further adjustments.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/checklists/image-1761890140547-2.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=39903bfeee6e3e75e6e9e0ba12d4290c" alt="Checklist with add and edit buttons" width="1831" height="322" data-path="images/client-management/checklists/image-1761890140547-2.png" />

## Adding a checklist to a shift

When rostering a shift for the client, select the relevant checklist from the drop-down menu.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/checklists/image-1761890140547-3.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=9461adb47a5fba55314dc6eba29b3842" alt="Checklist drop-down in roster" width="1534" height="897" data-path="images/client-management/checklists/image-1761890140547-3.png" />

<Tip>For Location Rosters, roster the shift first, then click **Edit** on the client's roster item to add the checklist. This differs from the standard client roster flow where you select the checklist during rostering.</Tip>

## Completing a checklist in Vworker

If a checklist has been added to a shift, it appears on the shift home screen in the Vworker app.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/checklists/image-1761890140548-4.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=fc30fa056444de4b6dc1848b883fe949" alt="Checklist on Vworker shift screen" width="422" height="847" data-path="images/client-management/checklists/image-1761890140548-4.png" />

To mark items as complete, the worker opens the checklist, ticks **Completed** for each item, and clicks **Save**.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/checklists/image-1761890140549-5.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=cc50af3928a6bb229203c71869cf0202" alt="Checklist completion in Vworker" width="420" height="846" data-path="images/client-management/checklists/image-1761890140549-5.png" />

<Note>Completing the checklist is not mandatory for the worker to finish their shift. Workers can complete the shift in Vworker without ticking off all checklist items. Use the checklist note report (below) to track whether items were completed.</Note>

## Checklist note report

Run a checklist note report to see all completed checklists and any notes workers have added.

In the client profile, go to the **Checklist** tab and click **Checklist Note Report**.

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/checklists/image-1761890140550-6.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=71a7315e7c9e449843b2a0683765c297" alt="Checklist note report button" width="1899" height="334" data-path="images/client-management/checklists/image-1761890140550-6.png" />

<img src="https://mintcdn.com/visualcare/xULwwrnsPQiLNeIS/images/client-management/checklists/image-1761890140550-7.png?fit=max&auto=format&n=xULwwrnsPQiLNeIS&q=85&s=b34ab733fc9b4305d3984f6f8a86d276" alt="Checklist note report output" width="937" height="893" data-path="images/client-management/checklists/image-1761890140550-7.png" />

## Running into issues?

See [Client management troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Notes and tasks" icon="pen-to-square" href="/client-management/notes-and-tasks">
    Manage notes and follow-up tasks on client profiles
  </Card>

  <Card title="Creating a client profile" icon="user-plus" href="/client-management/creating-a-client-profile">
    Set up the client profile that holds checklists
  </Card>
</CardGroup>
