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Bitrix24 On-Premise

Bitrix24Care

Checklists in tasks

Use checklists in tasks to make the work with them easier.

A task checklist is a type of “to-do list” that helps to ensure consistency and completeness in carrying out a task.

You can create checklists both in the web version and in the Mobile app.

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:

  • Add an Observer or a Participant when creating a checklist. This helps to specify responsible persons for each item of a checklist.

Observers and Participants will have access to the whole task, not only to the checklist item they've been added to.
  • Attach files to a checklist item by clicking the corresponding button.

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

  • Mark a checklist item as important by clicking the corresponding button.

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

  • Delete a checklist item by clicking the Recycle bin button.

  • Rename the checklists and add observers/participants to the checklist names.

  • You can select text from the task description and add it as an item to an existing checklist or as an item to a new one.


Group actions

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


Checklist settings

Click the cogwheel button in the top right corner to configure the checklist settings.

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

    • Enable the Show checklist items relevant to me only option if you want to see only those items in which you are specified as a participant or an observer.

To create another checklist, click the Add checklist button. Delete a checklist by clicking the corresponding button.

You can create an unlimited number of checklists.

Open the full task creation form and tap Checklist.

There are some important options available when creating a checklist:

  • Add an Observer or a Participant when creating a checklist. This helps to specify responsible persons for each item of a checklist.

Observers and Participants will have access to the whole task, not only to the checklist item they've been added to.
  • Attach files to a 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 mark a checklist 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 an unlimited number of checklists.
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