Checklists are sub-items or step-by-step action points within a task that help break down the task into smaller, manageable components. They act as a mini to-do list within the main task, ensuring that nothing is missed during execution.
Adding a Checklist to a Task (To-Do)
Before adding a checklist, you must first create a To-Do (Task). Click here to learn how to create a Task.
Steps to Add a Checklist to a Task:
Go to the Project Hub tab and click the To-Do tile.
Search for the Task to which you want to add a checklist.
In the Task view, locate the “Add new checklist item” section.
Enter the checklist details,
Click the Add button to save it.
Marking Checklist Items as Complete:
Once a checklist item is completed, click the checkbox of the Checklist to mark it as done/completed.
This helps the team quickly understand the task's progress.
As checklist items are completed, new ones can be added as needed to complete the Task.
