Project Planning 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.

View, search, and filter cheklists

Navigate to your project.
On the project sidebar menu, choose Checklists:

All checklists for this project, if any, will be listed:
Click the checklist title to open it.
A checklist can have a nested structure. You can expand and collapse it by clicking the respective buttons:

In case there are a lot of checklists in the progect, you can search and filter them:

By owner (the member who created the checklist)
By name (the title of the checklist)
By tags (if any)

Create and edit a checklist

To create a checklist:

Navigate to your project and choose Checklists from the sidebar.
Click New checklist.
Give your checklist a title, description, and an optional tag.
Click Add item and type it in. It can be a name and descripton 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 item.
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 horisontal arrows on the toobar.
To move an item up or down the list, highlight the item and use the vertical arrows on the toolbar.
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 Checklists from the sidebar.
Click the checklist title to open it.
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 horisontal arrows on the toobar.
To move an item up or down the list, highlight the item and use the vertical arrows on the toolbar.
The list is auto-saved as you edit it.

Convert a cheklist 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.