Availability
Overview
If you have a list of to-do items, a "first-things-to-do" list, to go with a project/activity, you can add a checklist to the project/activity details. It can be a handy tool for the activity creator to help keep track of things to do, or things to remember. Moreover, a checklist can be as good as a plan of action in a simplified form.
Each checklist item can be set estimated hours, a due date, an assignee/rresponsible
person, and status.This makes checklists a versatile tool to plan your
daily work.
In this article
Note
Checklists are available as separate sections both in project and activity details.
Important
Checklist items are limited to 1,000 characters each.
Important
There is no restriction on the number of items a checklist can contain.
Permissions
To be able to add and edit checklists, the following permissions in the project access level must be enabled:
- For activity-level checklists: Edit all (activities) or Edit assigned.
- For project-level checklists: Edit (project).
Showing or hiding checklists
The Checklist section can be shown or hidden as needed.
Adding checklists
To add a checklist:
Open the project/activity details.
In the Checklist section, click + Add checklist.
Type the item or paste it from the clipboard.
Press Enter to save it.
Hover over it to set estimated hours, a due date, assignee and/or status for the item using the item toolbar on the right (see section below).
Continue adding items to the list.
Tip
To create a checklist by pasting it from the clipboard, use a simple multi-line list.
Checklist item toolbar
A toolbar is associated with each checklist item and pops up as you hover over the item.
The toolbar consists of the following buttons:
-
Add estimated hours
-
Add due date
-
Add assignee (a single assignee is currently supported)
-
Add status (three fixed status are available: Open, In progress, and Done)
-
Remove
Note
A single value for each toolbar button is currently supported.
Note
The checklist item estimated hours, due date, assignee and status pertain to the checklist item only, with no effect on the activity or project.
Deleting items
Hover over an item.
Click
on the item toolbar.
Confirm deletion.
Important
The deletion cannot be undone.
Deleting checklists
Hover over the checklist header.
Click ....
Select Delete checklist.
Confirm deletion.
Important
The deletion cannot be undone.
Checking or unchecking all items in checklists
Hover over the checklist header.
Click ....
Select Check all/Uncheck all.
Confirm deletion.