Have you ever published a post without updating its category or permalink?
Mistakes like this are easy to make without a clearly defined publishing process. They’re also entirely avoidable.
With Strive’s post checklist feature, you can document every step of your content creation process, so you’ll never forget a task again.
How to create checklist items
You can reach the checklist creation page from the Checklists tab at the top of the Posts > Content Calendar menu.
On the Checklists page, you’ll four sections: one for each of the four post statuses.
The sections are divided by status to help organize your process, and all checklist items you add here will appear in every post.
To add a new task, click an input and type in the name of the task
As you add more tasks, you’ll likely want to rearrange them.
To reorder your tasks, start by hovering your cursor over a task. You’ll see a drag handle on the left side. Click and drag the drag handle to move the task into a new position.
You can reorder tasks in the same section, and drag and drop them into other sections.
If you want to remove a task, hover your cursor over it and click the “X” button on the right side.
When you’re finished editing your checklist, click the Save Checklists button at the bottom of the page.
Once your checklist is saved, it will show up in the editor of every post across your entire site. The checklist items are visible for all authors.
How to use the checklists
Once your checklist is created, you can visit the editor to see it in action.
Inside the post editor, you’ll find a checklist icon at the top right of the sidebar.
Click the checklist icon to reveal the checklist sidebar.
The checklist is divided by post status and will open up to the post’s current status. You can open any section by clicking its title.
To mark a task as complete, simply click on the checkbox next to it.
If you’d like to hide the checklist sidebar, you can click the star icon at the top.
If you hide the checklist sidebar in this way, you can always return it to the editor by opening the Options menu and clicking the Post checklists menu item.
Then click the star icon once again to return the checklist icon to the toolbar at the top of the editor.
If you’re using the Classic Editor, the checklist will be available at all times in the right sidebar.
You can drag and drop the checklist to a higher position in the sidebar if you’d like.
Now that you understand how checklists work, it’s recommended you continue your learning with Strive’s post revisions.