A task can have its own checklist of actions to complete. Each checklist action is is either open or completed. When all checklist actions are completed, the task is considered completed.
A checklist is a very useful method for avoiding the need to create lost of small scale related tasks. The sensible use of checklists can keep the inventory of open tasks at a sensible and manageable level.
Creating a checklist #
A task checklist can be created in either the ‘Add new task’ or ‘Edit task’ forms.
Click on the ‘Add checklist’ button to open the checklist editor.
The checklist form allows any number of items to be added, with a separate row for each item. Each item has a title, and an optional story point value. When all the items have been entered, click on the ‘Save’ button to add the new checklist.
The confirmed check list now appears within the Edit Task form.
Note; the task must be saved for the new checklist to be saved as part of the task.
Recording checklist progress #
There are two ways of recording checklist progress:
- By opening the ‘Edit task’ form and checking each checklist item that has been completed, and then saving the task; or
- By changing the view configuration display to have the checklist attribute set as part of the task card subtitle.
Using the ‘Edit task’ form #
Find the task with the checklist, and click over the task to open the ‘Edit task’ form
Select each checklist item that is completed, and check its checkbox. After that click on the ‘Save’ button to update the task.
Updating the checklist from the task card subtitle area #
Update the view display configuration so that the ‘checklist’ attribute is selected to display in the task card subtitle area.
Any task that has a checklist will have a check list attribute and progress bar shown in the task card subtitle area.
To update the checklist status, simply click over the checklist attribute in the task card subtitle area. After clicking, the checklist progress pop up form will appear
Change the state of any completed checklist items by checking the appropriate checkbox entries, and then click the ‘Save’ button to store the changes.
The task card subtitle display will be updated to show a progress bar on checkbox completion.
