Add a Checklist to a Channel
To add a checklist to a channel:
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Click on the + plus icon next to the existing tabs.
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Select To-do Checklist for Team from the available apps.
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You’ll be given the option to adjust the Checklist settings which are disabled by default. Click Save.
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From here you can either click Create checklist and begin typing checklist items, or Load from template to use a previously created Checklist template.
Add a Checklist to a Scheduled Meeting
To add a checklist to a meeting that has already been scheduled:
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Click on the …menu and select Edit meeting details
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Click on the + plus icon next to the existing tabs.
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Select To-do Checklist for Team from the available apps.
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Adjust the checklist settings as needed and click Save.
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You can either click Create checklist and begin typing checklist items, or Load from template to use a previously created Checklist template.
You may want to create an agenda template for standing meetings.
The checklist will be preserved in the channel after the meeting is complete.
Add a Checklist to a Meeting in Progress
To add a checklist to a meeting in progress:
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Join the meeting via your Teams calendar.
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Click on the + plus icon to Add an app.
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Select To-do Checklist for Team from the available apps.
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Adjust the checklist settings as needed and click Save.
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You can either click Create checklist and begin typing checklist items, or Load from template to use a previously created Checklist template.
