---
title: Checklists & forms
id: checklist-and-forms
description: How GigBook's checklist items are bound to real tasks, complete themselves automatically, and when to override them by hand.
category: Features
order: 10
tags: [checklist, planning, contracts, payments]
related: [per-event-view, print-share-document]
updated: 2026-06-30
---

Every event has a checklist the couple works through. In GigBook the checklist isn't a
separate to-do list you have to keep in sync — most items are **bound to the real task**
and complete themselves when that task is actually done.

## Bound items complete automatically

Each default item carries a **binding** to a real fulfillment step:

| Item | Done when… |
|---|---|
| Complete booking details | the booking form is submitted |
| Sign your contract | the contract is e-signed |
| Pay deposit | a deposit payment is marked paid |
| Complete planning form | the planning form is finished |
| Pay remaining balance | the balance payment is marked paid |

When the couple signs the contract or pays a deposit, the matching checklist item turns
**green** on its own — there's no separate box to remember to tick. Completed items show
in green rather than gold.

## Manual override (with a note)

Sometimes a task happens outside GigBook — a contract signed on paper, a deposit paid by
cash. From the DJ view you can **mark a bound item done by hand** and attach a short note
(e.g. "paper contract on file"). The note is visible on the item so everyone knows why it
was completed manually.

## Custom items

You can add your own checklist items to any event (or to your **default checklist** in
Settings, which seeds every new event). Custom items have no binding — they're simple
checkboxes that you or the couple tick off.

## Checklist

- [ ] Review the default checklist in Settings
- [ ] Add any custom items a specific event needs
- [ ] Let bound items complete themselves as tasks are done
- [ ] Use manual override + a note for anything completed outside GigBook