Checklist Help Center

Edit a task

Select a task to change its name, add details, or see the information needed to finish it.

Change a task's details

  1. Open the checklist and select the task you want to change.
  2. Edit its name in the right-hand panel. Use General for notes, due dates, priority, and assignees. In Table view, properties configured as columns appear under Fields instead.
  3. Open Fields, when available, to enter an answer or fill in other task fields. The answer label tells you what to enter.
  4. Return to General to change the icon. If Icon is a configured column in Table view, find it under Fields instead. Select Add or Change to search for an emoji. Use the remove button to clear it. Icons appear before task names; a paperclip on the right shows that a task has attachments.
  5. When previous and next controls are shown, use them to move through nearby tasks without closing the panel.

Use the circled question mark for help. It appears when you hover over a setting or focus its control, and stays visible on touchscreens. Hover or focus the icon for a short explanation; select it to open the matching guide.

General task details with notes, priority, color, icon, due date and assignees

Enter an answer

For a task that asks for a response, open Fields and complete the input below its label. The label may be Answer or a question written by the template author. The control matches the response needed, such as a date picker for a date. A required answer is marked with an asterisk.

Fields tab with a single Answer label above the inspection date

Choose a task icon

Open General, or Fields if Icon is a configured column in Table view. Select Add beside Icon, then use search or the categories to find an emoji. Choose an emoji to save it. Use Change to choose another, or the remove button to clear it.

Add an icon to a checklist task Search for an emoji using the task icon picker

Other task actions

The task menu also offers actions such as duplicating or moving a task. Some tasks show a Wizard that searches for useful resources about that step. It is different from Task Suggestions, which proposes extra steps for your list.

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