Visual Task Board checklists

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Checklists help you track the progress of tasks on your Visual Task Board.

Checklists are available as a tab in the card details.

Figure 1. Sample checklist

You can add, remove, or rearrange checklist items. You can also save a checklist as a template for future use on other cards. Any user can create or edit a checklist. When the compact card view is disabled, the task card displays a progress bar to show how many items are complete.

Figure 2. Task card with checklist progress bar

You can also use checklists with task records in the standard interface. For more information, see Checklists .

Create a checklist for a Visual Task Board card You can create a unique checklist for each Visual Task Board card or create a task from a checklist item. Create a checklist template for Visual Task Board tasks A template saves time by creating checklist items automatically. You can add, edit, or remove checklist items without impacting the template. Delete a checklist from a Visual Task Board card You can remove a checklist from a Visual Task Board card. Configure which types of tasks can be created from Visual Task Board checklist items A system property controls which types of tasks you can create from a Visual Task Board checklist item.

Parent Topic: Using Visual Task Boards