Work with a checklist

Checklist View is where you work through and edit a checklist. The checklist may be one you created yourself, one you started from a template, or one created by running a routine.

What you can do

• Tap the checklist name to rename it.
• Tap the checkbox beside the checklist name to open or complete every task.
• Tap a task checkbox to change that task's status.
• Tap a task name to edit it, or use Add a Task to add another step.
• Press and hold a task to reorder it. Reordering is unavailable while a sort, filter, hidden-subtask view, or task focus is active.
• Swipe a task to reveal actions for deleting it, changing its level, or focusing on that task and its subtasks.
• Open a task's three-dot menu to add notes, attachments, priority, a due date, or assignments, or to move or copy the task.

The checklist menu

Open the checklist menu near the top of the screen. Its options depend on your access and how the checklist was created.

• Delete Completed Tasks permanently removes every completed task after you confirm. Move completed to end keeps completed tasks but moves newly completed ones below open work. See Manage completed tasks.
• Duplicate Checklist creates an independent copy and opens it. See Duplicate a checklist.
• Save as routine creates a reusable routine from this checklist and opens the routine editor. See Turn a checklist into a routine.
• View original template opens the original for a compatible template-based checklist. Show task suggestions controls suggestions from that template. See Use a checklist created from a template.
• Checklist notes holds information that applies to the checklist as a whole. See Add checklist notes.
• Checklist Members controls who can access a checklist you own. See Manage checklist members.
• Share creates a read-only private link or shares the checklist as text. See Share a checklist.
• Delete Checklist removes the checklist after confirmation. See Delete a checklist.

Organize and present tasks

• Sort and filter tasks by status, priority, or due date without deleting anything.
• Choose between Checklist, Form, and Play views.
• Restore a deleted checklist from Trash while it is still available.

Related help

• Work with tasks
• Mobile features overview