Filter Contacts by Checklist Items

After setting up the Checklist, you can filter based on whether tasks have been completed or if tasks have not been completed.

Tip: To add or remove any additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.

1. From the contact list toolbar click, then select Filter.
2. Click inside the Checklist field and select a checklist item from the drop-down options given.
3. Select either Checked (those that have the task selected in their profile), or Unchecked.
4. If you chose Checked from the step above, enter a range within the two date fields otherwise, click . 
5. The filtered contacts can be added to a custom list (see below) or to print, from the contact list toolbar, click and select Print (or see Print Labels).
6. From the print preview form, click to print, or click to export and save as another file type such as PDF.
7. When finished, to clear any filters that may be set, click , then select Clear Filter.

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Additional Information:

• Create a Custom List
• Checklist Overview
• Sort or Filter Contacts