Task checklists

If a task takes multiple steps to complete, you can make use of a checklist to make sure that you don't skip a step and keep track of the progress of each of these steps.

Checklist

To add a checklist to a task, do the following:

• Select a task
• Click where it says Type to add a checklist item on the task details pane
• Type the name of the checklist item
• Hit the Enter key to confirm

Checklist templates

If you use the same checklist over and over again, you can use a checklist template to quickly add a checklist to a task instead having to re-enter the same checklist items for each task.

Note that checklist templates can only be used for tasks inside a project. Checklist templates are also linked to the project where you created the checklist templates.

To create a checklist template:

• Select a task
• Manually add a checklist
• Click the arrow button at the end of the checklist input field
• Select Save checklist from the dropdown menu
• Enter a name for your checklist template
• Click Save to confirm

To use a checklist template to add it as a new checklist to a task, you can do the following:

• Select a task
• Click the arrow button at the end of the checklist input field
• Select Load checklist from the dropdown menu
• Select the template you would like to use