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Checklists in tasks

Use checklists in tasks to simplify your work.

A task checklist is like a to-do list that helps you make sure you do everything needed for a task.

Creating a checklist

You can create and use checklists on the web and on mobile.

Web version
Mobile app

To create a checklist, click Checklist when adding a new task.

There are some important options available when creating a checklist:

  • Assign an observer or participant for a checklist item to distribute responsibilities within a task.

Observers and participants will have access to the whole task, not just the checklist item they've been added to.

  • Attach files to any checklist item.

  • Add subitems to a checklist item. You can add an unlimited number of levels of nested checklists.

  • Highlight an item as important.

  • Also, if you have several checklists, you can move items between them.

  • Delete a checklist item by clicking the bin icon.

  • Rename the checklists and add observers or participants to their names.

  • Convert any part of the task description into a checklist item. Select an existing checklist or create a new one.

Add more checklists to your task with the Add checklist button, or remove them with the Delete checklist button.

You can create as many checklists as you need.

Open the full task creation form and tap Checklist.

There are some important options available when creating a checklist:

  • Assign an observer or participant for a checklist item to distribute responsibilities within a task.

Observers and participants will have access to the whole task, not just the checklist item they've been added to.

  • Attach files to any checklist item. Tap on the three dots button and select Add file. Pick one of your files or take a photo.

  • Add subitems to a checklist item. Tap on the three dots button, select Move to right or Move to left. You can add an unlimited number of levels of nested checklists.

  • To highlight an item as important, select the High priority option.

  • If you have several checklists, you can move items between them. Also, you can delete the items you don't need.

To rename a checklist, tap on the three dots button and select Rename.

Add another checklist by tapping the corresponding button. To delete a checklist, tap on the three dots button and select Delete.

You can create as many checklists as you need.


Group actions

You can perform group actions with checklist items. Click Group actions, tick the items, and select an action you want to perform.


Checklist settings

Click the gear (⚙️) button in the top right corner to configure the checklist settings.

  • Enable the Show completed checklist items if you want to see completed items.

  • Enable the Show checklist items relevant to me only to see only the items where you are an observer or participant.


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