Skip to content
Sign in Request a quote

Adding checklists to cards

A checklist holds small steps within a card. As items are checked off, the progress bar fills; a badge like "2/3" appears on the card in the board.

  • Project manager
  • Project Member
  • Customer (visible only on cards assigned to them)

How to add a checklist to cards?

A checklist holds small steps within a card. Who can do what: Project manager; Project member; Customer (visible only on cards assigned to them). The percentage and progress bar update; when all items are done, the bar and card badge turn green. As items are checked, the progress bar fills; a badge like "2/3" appears on the card in the dashboard.

Steps

  1. Open the card and click Add to card on the right, then select Checklist.

  2. Give the list a name and click Add. A card can have multiple checklists.

  3. Type items using Add item; pressing Enter adds a new item each time 1.

  4. Check the box of the completed item. Click the item text to edit, or × to delete.

demo screen (with demo data)
  1. 1Add item
Result The percentage and progress bar update; when all items are done, the bar and card badge turn green.
Tip You can hide checked items with Hide checked. When a card is copied, checklists are copied unchecked. For tasks that should have their own due date and assignee, use subtasks instead of checklists.

Related pages