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 Dos 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 name of the checklist item.
Click the Add button to save it.
Marking Checklist Items as Complete:
Once a checklist item is completed, click the checkbox next to it to mark it as done.
This helps the team quickly understand the progress of the Task.
As checklist items are completed, new ones can be added as needed to complete the Task.
