In this article, we look at how to Use Checklists within Tasks.

Enhance your task management and promote team collaboration by leveraging checklists within individual tasks.

Checklists allow teams to add a flat list of sub-items or steps within a higher-level task. This helps track all necessary actions required to complete the main task, increasing clarity and collaboration.

Availability: All customers.

Manage a Task Checklist

Follow these steps to add a Checklist to a new or existing Task:

1. Navigate to the Tasks Section

• Navigate to the Tasks section of a specific entity or select the main Tasks on the left-hand side of the screen for a list across all entities

2. Select or Create a Task

• Select an Existing Task to view its details, or Create a New Task
• Enter the required Task details (e.g., Task Type, Due Date)

3. Add Checklist Items

• In the Task details panel, locate the Add checklist element at the bottom
• Click Add checklist
• Type the first step or sub-item for the Task
• Press Enter or click Add checklist again to add subsequent items
• Continue adding all required steps to the Checklist

4. Complete Checklist Items

• As a sub-item or step is completed, click the Checkbox next to the item to mark it as complete.