Understanding Checklist

You can start with a simple task list and use more features as you need them. These guides explain the main ideas without going through every button.

Start with the kind of work

Checklists, templates, routines, and runs explains the difference between one-time and repeatable work.

Use a checklist when you're working through tasks now. Use a template or routine when the same steps will be needed again.

Choose how you want to work

Choosing a view compares List, Table, Board, Notes, Form, and Play.

The view changes how you work with the tasks. It doesn't mean you need to recreate the checklist.

Work with other people

Organizations, teams, and sharing explains how work is grouped and why teammates may have different permissions.

Keep work on time

Schedules, due dates, and reminders explains the difference between creating work automatically, setting deadlines, and receiving alerts.

Ready to try it?

Go to Getting Started for short tutorials, or open the web app feature guides for instructions on individual controls.