Overview
Checklist items help break down tasks into smaller, manageable steps. They can be added to individual tasks or included in task templates for consistency across projects.
Process
Where to Create Checklist Items
Checklist items can be added when creating a new task.
How to Create Checklist Items
Create a New Task – When setting up a task, there is an option to add checklist items.
Add Checklist Items – In the Description field, insert checklist boxes, then enter the corresponding checklist item next to each box.
Include Details – Add descriptions for clarity.
Checklist Item Limitations
Assignments cannot be pre-configured in templates.
Checklist items are not directly linked to other modules.
Creating Tasks with Checklists
Click + Create Task to build a task from scratch, adding checklist items manually.
Checklist Visibility & Management
Checklist items are visible to all task members.
They can be managed directly within the task interface.
Reusing Checklist Items
Checklist items can be used across multiple projects by utilizing task templates and lists.
By using checklist items effectively, teams can streamline workflows, ensure accountability, and maintain clarity in task execution.