Tasks
Add a checklist to a task
Admins & staff
Break a task into small steps the client ticks off, and decide whether they must finish them all.
Where:SidebarTasks
- Create a task, or open an existing one and select Edit.
- Select the Checklist tab. In the wizard, this is the Checklist step.
- Select Add Item, then enter a Title. Add a Description if the client needs more detail.
- Repeat for each step. Use the up and down arrows to change the order, or the bin icon to remove an item.
- To make every item compulsory, tick Require all checklist items be completed before client can submit.
- Select Create Task, Save Changes or Continue.
Good to know
- Every item needs a title.
- The tick box only appears once the task has an item.
- On the full task page, Checklist shows how many items the client has done.
Related
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
- Edit a taskChange a task's details, due date or requirements after you have created it.
- Assign tasks with the wizardUse the step-by-step wizard to build a task, choose a client and send it in one go.
- See what a client sees on a taskSee what a client finds when they open one of their tasks, so you know what they are looking at.