Checklists

The checklist lists the steps of a task. Each line receives one answer.

Requirements: the Edit Any Task permission, or an assignment to the task. Other team members read the checklist but cannot answer it.

StepsCopy Anchor Link

1. Open the task page.
2. Select the Checklist tab. The count on the tab shows the number of answered lines.
3. For each line, select one answer button.
4. Optional: enter text in the Note for this line… field of the line.

The card header shows the progress, for example 4 of 13 checked. When a line has the answer Problem, the header adds the count, for example 4 of 13 checked · 1 problem.

AnswersCopy Anchor Link

A line that has no answer reads Not checked for team members who cannot answer it.

NotesCopy Anchor Link

A note saves when the cursor leaves the note field, if the line already has an answer. A note on a line without an answer is sent together with the next answer button that is selected.

Selecting another answer button changes the answer of a line. The note stays.

NotificationsCopy Anchor Link

Each answer creates the notification Checklist updated for the team members assigned to the task and the team members who follow it. The default delivery is the in-app feed only.

LimitsCopy Anchor Link

• A task has at most 100 checklist lines.
• A line holds at most 200 characters.
• A note holds at most 500 characters.
• The message This task has no checklist. appears when the task has no lines.