Create a checklist for a card

You can create a unique checklist for each Visual Task Board card or create a task from a checklist item.

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. To reorder checklist items, click the drag icon (Drag icon) and drag a checklist item to a different position in the list.
  9. 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.