Checklists
A task can have checklists: named lists of items to tick, such as "Done when", "Steps" or "After deploy". Each item is ticked on its own, so two people ticking different items at the same moment both keep their ticks, and the task shows how far along it is ("7/12").
A task has none until you add one, and can have as many as you like.
#Adding a checklist
- Press Add checklist under the task's description, or choose it from the task's ••• menu or its right-click menu, or press u h in a task's tab.
- Type a name ("Checklist" is filled in for you) and press Enter. The box for its first item opens straight away.
With only one checklist, its name is a small heading. With several, a Checklists heading shows them all together, with their total.
#Items
- Add: type and press Enter - the next item's box opens, so you can type a list in one go. Enter in an empty box, or Escape, stops. Add item at the bottom of a list starts one there.
- Edit: click an item's text (or press Enter on it), change it, and press Enter or click away. Escape puts it back as it was.
- Tick: click its box, or press x on it.
- Remove: Delete in its ••• or right-click menu (or the Delete key on it) - an Undo follows. Backspace in an empty item removes it too.
- Reorder: drag it - into another of the task's checklists too - or press Option/Alt+Up and Option/Alt+Down on it. Past the end of a list, it moves into the next one.
- Make this a sub-task: in its menu. A sub-task with the item's text is made under the task (in its project), and the item goes.
Items are one level: an item has no items of its own.
#Lists
Each list shows its progress ("2/5" and a bar). From its ••• or right-click menu:
- Rename - or click its name.
- Collapse and Expand - or click the arrow beside its name. Your device remembers which are collapsed.
- Move up and Move down - or drag it by its heading, or press Option/Alt+Up and Option/Alt+Down on it.
- Move to Trash - the list goes with its items, and an Undo follows. It's in the Trash under Checklists, by its task's key, to restore later.
#The keyboard
Everything works without a mouse. On a checklist:
| Key | Does |
|---|---|
| Up / Down (or ⌥J / ⌥K) | the item or list above or below |
| x | tick or untick the item |
| Enter | edit the item (on a list's heading: collapse or expand it) |
| Enter while editing | save it and start the next item |
| Backspace in an empty item | remove it and go back to the one above |
| Option/Alt+Up / Option/Alt+Down | move the item or list |
| Delete | remove the item (with Undo), or move the list to the Trash |
| F2 on a list's heading | rename it |
| . or Shift+F10 | open its right-click menu |
#Progress on cards and rows
A task with checklists shows their progress on its Board card and its List row - all its lists together, like "7/12". Hover it to see each list on its own. To hide it, turn off Checklists in the view's Display properties.
#Checkboxes in a description
- [ ] checkboxes in a description still work: tick them where they are. A
ticked item is dimmed and struck through, whether you're editing the
description or just reading it. To
turn a list of them into a checklist, hover it and press Move to checklist
(or right-click it). It leaves the description and becomes a checklist named
after the heading above it, ticks and all. If someone changed the description
meanwhile, nothing moves and you're told - try again on the new version.
#Finding tasks by their checklists
In the query bar, checklist: finds tasks by their checklists:
checklist:any- tasks with a checklist;checklist:unset- tasks with none.checklist:open- something is left to tick;checklist:done- every item is ticked.checklist:"After deploy"- something is left to tick in a checklist with that name.
See Query language.
#Everywhere else
- Ticks, new and renamed lists, edits and moves show in Activity, and live for everyone with the task open.
- Duplicate copies a task's checklists. A repeating task's next copy gets them with every item unticked.
- Templates (in the sidebar) can carry checklists, added to a task made from them.
- Exports (CSV and JSON) include them.