Project Checklists
Project checklists are designed to help your team manage the project by setting its goals and deliverables in easy-to-track order visible to project members. Each checklist can represent a separate part of the project or a major task, breaking it down into specific detailed steps that are checked off as soon as accomplished.
Create and edit a checklist
To create a checklist:
Navigate to your project and choose Documents from the sidebar.
On your project's Documents page, navigate to the Folders tab and open the folder where you want your new checklist located.
In the top right corner, click New and choose Checklist.
Give your checklist a title and description (optional).
A new blank checklist is created.
Click Add new item and type it in. It can be a name and description of a planned feature, step, or goal.
Press Enter to add it to the list.
To insert an item between existing items, select an item under which you want to place the new one before clicking Add new item.
Repeat the above step for consecutive list items.
A checklist can have a nested structure. You can expand and collapse it by clicking the respective buttons.
To make a nested list, highlight the item that should be indented and press Tab, or use the horizontal arrows on the toolbar.
To move an item up or down the list, highlight the item and use the vertical arrows on the toolbar:
You can use the keyboard shortcuts to move items around. Click
to view the shortcut cheat-sheet.To edit an item, double-click it.
The list is auto-saved as you create it.
To edit a checklist:
Navigate to your project and choose Documents from the sidebar.
Use filters in the All tab to find your checklist, or navigate to it from the Folders tab.
Open the checklist.
Double-click an item to edit it.
To add a new item, highlight the item under which you want to add it and click Add new item. To clear the selection, press Esc.
Type in your item and press Enter to add it to the list.
Repeat the above step for consecutive list items.
To make a nested list, highlight the item that should be indented and press Tab, or use the horizontal arrows on the toolbar.
To move an item up or down the list, highlight the item and use the vertical arrows on the toolbar:
Or use the keyboard shortcuts to move items around. Click
to look them up.The list is auto-saved as you edit it.
Convert a checklist item into an issue
Space integration between Issue tracker and Checklists lets you create an issue out of a checklist item right from the checklist.
This functionality can come handy when you need to make a quick list of tasks, and then convert some of the items to full-featured issues, to which a responsible member can be assigned and which progress can be tracked.
To create an issue out of an item
Mouse over the item and click Convert to issue:
An issue named after the item list will be created in the Issue tracker.
To add details and assign someone to the issue, choose Issues from the sidebar, and open the issue.
Attach an issue to a checklist
In addition to creating your own items, you can add issues that are already listed in the issue tracker.
Just click Attach issue and choose the issue from the list:
Export a checklists
The Export feature lets you convert your checklist into a tab-indented line-separated text and copy-paste it elsewhere.
Open the checklist.
Click ... in the top right corner and choose Export.
Your list will be displayed as plain line-separated text which you can copy.
Archive a checklist
Open the checklist.
Click ... in the top right corner and choose Archive.
Your checklist will be removed from the directory and archived.
Archived checklists and other documents can be access under the Archive tab. They can be permanently deleted or restored.
Delete a checklist
In order to delete a checklist, you need to archive it first. Only archived checklists can be deleted.
Navigate to the Archive tab.
Locate the checklist you want to delete.
Click
next to the checklist:
Your checklist will be permanently deleted.