A checklist consists of items that are basically smaller tasks without specific assignees or dates, but which can still be marked as completed. Checklists are useful when you need to:
  • divide a task into subtasks;
  • record the specific steps of the task;
  • track intermediate results;
  • specify the task execution algorithm;
  • indicate the important features of the task.
Checklists are available to users with a Pro Premium subscription.
For example, a breakdown of the task ➡️ "Prepare a presentation" can be written as a checklist like that:
  • Find the corporate template
  • Add structural slides
  • Write a brief description of the slides
  • Agree on structure and descriptions
  • Fill in the data
And so on.

The intermediate results to be achieved during the task ➡️ "Invitations to a copywriter interview" can be specified in the checklist like this:
  • Invitation sent to Jim Halpert
  • Invitation sent to Pam Beesly
  • Jim Halpert replied
  • Pam Beesly replied

The details of the task ➡️ "Political Science Exam" can also be made into a checklist:
  • Find the missing lectures
  • Print out all term papers
  • Match up the lectures with the ticket numbers
  • Pick a date to prepare together
Anything that does not fit into the task title can be added to the checklist. Of course, you can do the same in the "Description" field or attach a file with a detailed description, but it is easier to use the checklist to mark the items you have completed. Putting the key points on the checklist will allow you to focus on what's important.
You can create or modify a checklist through the task card. To do this:
  1. Open the Projects panel and select a project
  2. Find the task and click on it – the task card will open
  3. Go to the tab with the checklist
  4. Near the label "New" type the name of the checklist item, then click "Add" or press Enter
  5. Click on the name of an already added checklist item to edit it
  6. Click the to the right of the checklist item's name to delete it
  7. Click Save
To mark the checklist item as done:
  1. Open the Projects panel and select a project
  2. Find the task and click on it – the task card will open
  3. Go to the tab with the checklist
  4. Click on the grey square to the left of the checklist item's name. The check appears inside the grey square and the text of the checklist item becomes light-grey
  5. To mark the item undone click on the check again
  6. Click Save
You can delete a checklist item in the task card. Important! Only the project owner, task author, or task assignee can delete a checklist item.
To delete the checklist item:
  1. Open the Projects panel and select a project
  2. Find the task and click on it – the task card will open
  3. Go to the tab with the checklist
  4. Click the to the right of the checklist item's name to delete it
  5. Click Save
Once a checklist item is deleted, it CANNOT be restored. However, if it is something crucial, please contact us at support, and we'll do our best to assist you.