Create a new checklist for a card

You can create a unique checklist for each Visual Task Board card.

Before you begin

Role required: none

Procedure

  1. Open the card details for a task.
  2. Click the checklist tab (Checklist tab).
  3. Click Add Item.
  4. Enter text for the checklist item.
  5. Press the Enter key to add the checklist item.
  6. Create as many additional checklist items as desired.
  7. To delete a checklist item, click the minus (-) icon.
  8. (Optional) To reorder checklist items, click the drag icon (Drag icon) and drag a checklist item to a different position in the list.
  9. (Optional) Save the checklist as a template for easy reuse.
    1. Click the more icon (More icon) beside the Checklist formatter.
    2. Select Save as Template.
      A dialog box appears.
    3. Enter a descriptive template name to identify the checklist.
      When a user creates a checklist from a template, all templates are listed in alphabetical order and there is no way to filter which templates appear. To provide a better user experience, consider implementing a naming system for checklist templates. For example, include the name of the table or another identifier to clarify how the checklist should be used.
    4. Click Save.
  10. (Optional) To create a task from a checklist item:
    1. Point to a checklist item and click the create task icon (Create task icon).
    2. Select the type of task you want to create.
      An administrator can configure which task types are available.
      The new task record appears in a pop-up window. The short description is automatically populated with the checklist item text.
    3. Fill in the form with additional detail as necessary.
    4. Click Update.