Checklists

Create private checklists for coaches, volunteers, and members.

A coach may need to upload yearly training proof. A volunteer may need to sign a policy. A guardian may need to finish a signup item. Golbi keeps those tasks private, trackable, and tied to the right role.

What it covers

Checklists can include review and renewal.

Checklist sets

Group forms, signatures, file uploads, dues steps, and admin approvals into one checklist for a role, team, season, school, or program.

People finish their own tasks

Coaches, volunteers, guardians, students, players, and members see their own tasks, due dates, upload steps, and review status.

Admin review

Allowed reviewers can approve, reject, ask for changes, waive, set due dates, or track renewal dates for submitted items.

Preview

Checklists work best when tied to roles and seasons.

Meridian Youth Club
Sample club site · no real member data
Demo
Public siteLive
Home page, sign-up button, sponsor-safe content
FormsLive
Registration, interest, contact, and volunteer forms
PeopleLive
Families, guardians, coaches, staff, and board contacts
DuesLive
Admin-only dues ledger and payment notes
ChecklistsLive
Coach uploads, signatures, reviews, and renewals
Files + mediaLive
Private files and public page images with access rules
AnnouncementsLive
Member updates tied to forms, events, and groups
EventsLive
RSVPs, helper slots, travel notes, and get-togethers

The demo shows checklists as part of the group setup. Admins can think about roles, seasons, due dates, uploaded proof, review choices, and renewals.

Need to model coach or volunteer rules?

Ask how to set up yearly training, school approvals, guardian forms, volunteer policies, form versions, exports, or upload tasks for each role.

Example

Yearly coach training flow.

Admin creates a coach checklist for the season.
Coach sees a private checklist with a training upload item.
Coach uploads a PDF or image.
Allowed reviewer approves the upload and records a due date.
Golbi tracks renewal and reminds the coach before the due date.
Admin exports responses or reviews who has not finished when the season deadline is close.
Feature status

Set clear expectations before assigning checklists.

Product status

What works now, what is planned, and what Golbi does not do.

View demo
Public organization websites and pages
Public pages for teams, clubs, nonprofits, school programs, and community groups.
Early access
Structured website setup
Guided setup for groups that want templates instead of a blank website builder.
Early access
Forms and form inbox
Sign-up and interest forms that connect to your group records.
Early access
Form versions, exports, and response follow-up
Version history, CSV exports, response tracking, and reminders for missing answers.
Early access
People, families, and guardians
People records that can link children to parents or guardians.
Early access
Custom roles, labels, and permissions
Let each group define roles like coach, mentor, student, player, volunteer, or board member.
Early access
Membership dues list
Private admin tracking for payments, payment notes, reminders, and balances.
Early access
Requirements and uploads
Private checklists for training, signed forms, uploads, approvals, and renewals.
Early access

We only list what's actually live today. If something says Planned, it isn't ready yet — we'd rather under-promise and get it right for your members.

Privacy

Checklist status can be sensitive.

Missing training, rejected files, waiver reasons, background-check forms, and review notes should not be visible to other members, coaches, volunteers, sponsors, or public visitors. Golbi should show details only to the right person or admin. If a roster needs a label, use a simple one like eligible or not eligible.

Turn yearly paperwork into a private checklist.

Set up the basics now and bring your team in when you are ready.