Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Messenger
Start page: the Vibe
Calendar
Bitrix24 Drive
Bitrix24 Mail
Workgroups
CoPilot - AI in Bitrix24
Tasks and Projects
CRM
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
e-Signature
e-Signature for HR
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Desktop App
General questions
Bitrix24 On-Premise
Log In
Your Bitrix24
Authorize to enter
your company's Bitrix24.
Enter

Bitrix24Care

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 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 the paperclip icon and pick one of your files or take a photo.

  • Add subitems to a checklist item. Tap the special icons to move items to the right or 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.

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

Web version
Mobile app

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.

Tap the three dots button to access the checklist settings.

  • Enable the Hide completed if you want to hide completed items.

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

Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free
Related articles
Additional task features CoPilot in Tasks Custom fields for tasks Task reminders Tags in tasks and projects Time tracking option in tasks
Recently viewed articles
Access permissions to import and export products Stock transfers and write-offs in Mobile app Create a new meeting How to buy a commercial subscription Mobile app: write-offs Remove a widget from a website CoPilot in sites: how to create an image Transfer CRM settings