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Checklist Items

Adding Checklist Items

To add a new item to the list, type in the content into the input field and press enter or click the plus icon.

Adding Separators

Separators can be added to keep long lists organized.

To add a separator, type the name of the Separator and click on the separator icon.

Reordering Checklist Items

Drag and drop checklist items to put them in the desired order.

Reorder.png

Editing Checklist Items

To edit an item, click on the pencil icon and type the desired changes.

The edit options also allows you to select a color to highlight the item.

Color.png

Seeing the Checklist Item History

Click on the page icon to see the details about the checklist item, including when and by whom the item was created, and when the item was checked/unchecked.

History.png

Adding Due Dates / Deadlines

Click the calendar icon to add a deadline to an item.

Deadlines are indicated by:

  • A red icon (past due)

  • A clock icon (due today)

  • A green icon (due in the future)

Dead2.png

Assigning Checklist Items

To assign an item to a member or members of your team, click on the person icon and select the appropriate team member(s).

Assign.png

Deleting Checklist Items

Click on the trash icon to delete the item.

Delete.png

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