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Task Checklists

Checklists provide a quick and efficient way to manage smaller items within your workflow. They’re perfect for breaking down larger tasks into actionable items or tracking quick to-dos. Think of checklists as lightweight tasks that you can quickly create, update, and convert to full tasks when needed.

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Getting Started with Checklists

Creating a checklist item is simple and fast. You can add new items from anywhere in the application:

1. Click the Add button in the sidebar
2. Select Checklist Item from the dropdown menu
3. Fill in the required fields:
   • Title (required): A brief description of what needs to be done
   • Assignee (optional): Who will be responsible for this item
   • Due Date (optional): When this item should be completed

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Understanding Checklist Properties

Checklist items are designed to be simple yet powerful. They inherit many properties from tasks but present them in a more streamlined way. For a complete list of task properties and features, see:

Each checklist item comes with these essential properties:

• Title: A brief description of the item that clearly states what needs to be done
• Status: A simple toggle between completed (✓) and not completed (○) states
• Assignee: The person responsible for completing the item
• Due Date: The deadline for completing the item
• Team: Automatically inherited from your current context
• Project: Automatically inherited if you’re working within a project

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Managing Your Checklist Items

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Quick Actions for Efficiency

Checklist items are designed for quick management:

• Simply click the checkbox to mark items as complete or incomplete
• Click the item title to quickly edit it
• Hover over any item to reveal a menu of actions:
  • Edit: Modify the item’s details
  • Delete: Remove the item when it’s no longer needed
  • Convert to Task: Transform the item into a full task

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Converting to Full Tasks

One of the most powerful features of checklist items is their ability to grow with your needs. When a checklist item needs more detail or collaboration, you can seamlessly convert it to a full task:

1. Hover over the checklist item
2. Click the “Convert to Task” action
3. The following fields will be automatically filled in the new task:
   • Title (from checklist item)
   • Team (from current context)
   • Project (if created within a project)
   • Due Date (if set in checklist item)
   • Assignee (if set in checklist item)

This conversion process ensures you don’t lose any information while gaining access to all the powerful features of full tasks.

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Best Practices for Using Checklists

Checklists are most effective when used appropriately:

• Use checklist items for quick, actionable items that don’t require extensive documentation
• Convert checklist items to tasks when they need:
  • Detailed descriptions
  • Attachments
  • Comment threads
  • Multiple assignees
  • Custom labels or properties