Visual Task Board checklists

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

Checklists are available as a tab in the card details.

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.

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