Work through a checklist

Open a checklist to tick off finished tasks, add new steps, and see what's still open. You can work on a checklist you created or one shared with you.

Work through the tasks

  1. Open a checklist from Checklists, the left menu, or your dashboard.
  2. Select a task's checkbox to mark it complete. Select it again if you need to reopen it.
  3. Select a task to open its details, including notes, priority, and due date.
  4. Add steps as needed. Drag tasks to reorder them when manual sorting is enabled.
Checklist with open and completed tasks

Completing a task versus the whole checklist

The checkbox beside the checklist name changes the checklist's overall status. Task checkboxes apply to individual steps. If a control is disabled, you may only have permission to view the checklist or work on tasks assigned to you.

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