Enhance your task management and promote team collaboration by leveraging checklists within individual tasks.
Overview
Checklists allow teams to add a flat list of sub-items or steps within a higher-level task. This helps track all necessary actions required to complete the main task, increasing clarity and collaboration.
Availability: All customers.
Manage a Task Checklist
Follow these steps to add a Checklist to a new or existing Task.
1. Navigate to the Tasks Section
Navigate to the Tasks section of a specific entity or select the main Tasks on the left-hand side of the screen for a list across all entities
2. Select or Create a Task
Select an Existing Task to view its details, or Create a New Task
Enter the required Task details (e.g., Task Type, Due Date)
3. Add Checklist Items
In the Task details panel, locate the Add checklist element at the bottom
Click Add checklist
Type the first step or sub-item for the Task
Press Enter or click Add checklist again to add subsequent items
Continue adding all required steps to the Checklist
Note: Checklists are administrative tools that help visualize steps. They do not enforce rules; a Task can still be marked as Confirmed even if all Checklist items are not completed.
4. Complete Checklist Items
As a sub-item or step is completed, click the Checkbox next to the item to mark it as complete