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Using Checklists in LevelUp Masters

This tutorial explains how to create and apply Checklists. You’ll learn how to organize tasks, assign items to team members, and monitor progress directly inside LevelUp Masters.

The Checklist feature in LevelUp Masters helps you break projects into manageable steps and track completion. Whether you’re onboarding a new client, launching a campaign, or managing internal operations, checklists provide structure and accountability. Each checklist can be tied to opportunities, workflows, or staff assignments, ensuring tasks are completed on time. By using checklists, you improve organization, reduce missed details, and create a more streamlined process for both your team and your clients.

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