Check It Off: Checklists In Report Text Boxes are Here
You asked, and it's here! Text boxes in Report templates now have a Checklist option, right next to bulleted and numbered lists. 💙
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What's new:
  • ☑️
    Checklist button in the toolbar
    : Select your lines, click Checklist, and each one gets a checkbox. Click a box while editing to check it off.
  • 🖨️
    Looks right everywhere
    : Checkboxes keep exactly the state you left them in when you export to PDF, print, or view a finalized report. Once a report is finalized, they can't be clicked.
  • 🧩
    Formatting only
    : Checking a box doesn't link to goals or data or change anything else in the client's record.
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Bulk Program Status Change in the Library
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What's new:
Now you can update program statuses in the program library in bulk!
Screenshot 2026-10-01 at 10
💡
Why it matters:
No more clicking every individual program in the library to change a program's status! Select multiple programs at once to set their status in one go!