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What is the Checklist?

The Checklist is really handy when you want to break down a task or an actionable item in to smaller tasks. This article explains how to create a checklist and all cool things you can do with it.

 

Note: The checklist allows you to make a list within the updates section. If you are looking to add subitems, check out this article

 

How to create a Checklist?

  • Open the item page, 'Update' section, by clicking on the item title
  • Click into the text field
  • Select the  checklist, on the right of the text tool bar
  • Start adding to your Checklist and then click on "Update" to save.

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How does it work?

To mark your Checklist items as complete, click the circle to the left of the list item. This will check the circle and mark it green for complete. It will also cross the list item off as well. 

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You can easily edit your checklist at anytime by clicking the drop down arrow at the top right of the update and select "edit update." 

 

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Lastly, when you have created a checklist in an item update, you will receive this little indicator next to the name of the item letting you know it's there.  

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If you have any questions about this or anything else, feel free to reach out to our customer success team at [email protected] :)