Subtasks are great for many things, but what if all you need is a really simple way to organize to-dos for a task?!
That's where our checklists come in!
Checklists are essentially simple, nested subtasks. Items are either done or not done, and if needed, they can have a single assignee. Checklists provide a convenient way to create and name groups of to-do items, and can be organized further by dragging and dropping!
Creating a Checklist
- Click Add checklist. Alternatively, click Add, and then select Checklist
2. Name the checklist
3. Start adding items!
Pro tip: Quickly assign a checklist item by typing the @ symbol
Nesting Checklist Items
Items in your checklists can be nested! Meaning, a checklist item can contain indented "sub items". Up to 5 levels of indentation of
Drag and drop checklist items to the right
When adding a new checklist item or editing the name of an existing one, simply use the Tab key to indent or "nest" it.
How to assign all of your Checklist Items
Easily assign your entire checklist to a single Workspace member!
- Hover over your checklist title and click the ellipses ... symbol
- Select "Assign all to" option to pass the checklist to a ClickUp person
Drag and Drop Checklist Items to Reorganize
You can add as many checklists and checklist items as you'd like to a single task! And you can drag and drop items to reorder or move them from one checklist to another!
Templates are wonderful time savers for processes that you use often! With ClickUp, you can create templates for any level of your hierarchy. Use checklist templates to quickly add a common checklists to any task or subtask!
Locating Checklists and Assigned Checklist Items
In List view, you can identify which tasks have checklists, and how many checklist items have been completed! Just look for this icon.
Also, showing tasks that have checklist items assigned to you is an option when using Me mode!
Checklists vs. Subtasks vs. Assigned Comments
All are all located under the "To Do" section of a task.
Assigned comments behave as a subtask with simple statuses, providing quick accountability for any comment in a task's activity feed.
- Checklists CAN be added to Subtasks!
- You can clear all checklist items with one click