Adding Checklists to a Task

Modified on Mon, 05 Feb 2024 at 04:29 PM

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A checklist serves as a method for monitoring subtasks within a task. You can add checklists during the task creation process or after the task has been created, and tasks have the flexibility of including multiple checklists.


In the left side panel, locate and click on the "Workflows" option.



Utilize the "Add a task" option to create a new task or click on and open an existing task.



Click on "Checklist."



Give the checklist a name.



Click on "Create."



The checklist will be visible beneath the task description.



Hover over and click on "+ Add an item" to add items to the checklist.



Enter a description for the item.



Click on the checkmark to add the item to the list.



The item will be visible in the checklist table.



A progress bar will appear below the checklist title as items are marked complete or incomplete.



Once a checklist is added to a new or an existing task, it becomes visible within the Board view.



To add additional checklists to a task, select "Checklist" and repeat the steps above.


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