Create and Manage Checklists 

With this feature, you can create Checklists for tasks in MeisterTask. This article covers how to:

 

  • Create new checklists items.
  • Manage checklists.
  • Create multiple checklists.
  • Mention users in checklists.



Only MeisterTask Pro, Business and Enterprise can use the Multiple Checklist feature. See this comparison chart to find out about the features included in MeisterTask's subscription plans.

 

How to Create and Manage Checklists

 

Add a Checklist Item from the Task Dialog

Tasks can contain an unlimited number of checklist items. To add a new checklist item: 

  1. Open the task you wish to add a checklist item to.
  2. Click Add Checklist Item in the task dialog.

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  1. Enter the checklist item’s name, then press ENTER.

 

Add Checklists from Multiline Text (Excel Import)

 

This feature allows you to turn multiple lines of text into checklist items. To do this: 

  1. Copy all the relevant lines from your table or spreadsheet.
  2. Paste the selection into a checklist item field.
  3. Select Split into separate items to create a new checklist item for each line.

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Create Predefined Checklists

 

With this feature, you can create predefined checklists that can be loaded quickly into any task. Predefined checklists are stored in the Project Properties menu, Checklists tab. 

To create a predefined checklist from the Project Properties menu: 

  1. Click (i) at the top of the project screen, then select Project Properties.
  2. Navigate to the Checklists tab. 
  3. Click +Add Checklist to create a new predefined checklist.
  4. Select the desired checklist, then click +Add Checklist Item to add items to it.

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To create a predefined checklist from a checklist in a task:

  • Hover over the checklist name and click the downward arrow.
  1. Click Save to add the checklist to the project’s predefined checklists. You can overwrite an existing preset or create a new predefined checklist.

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Apply a Predefined Checklist to a Task

 

  1. Open the task you wish to apply the checklist to. 
  2. Hover over Checklist, then click the downward arrow. 
  3. Click Load and select the predefined checklist from the menu.

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Create Multiple Checklists

 

Pro users and above can create multiple checklists within the same task. To do this: 

  1. Open the task you wish to apply multiple checklists to. 
  2. Hover over Checklist, then click the downward arrow. 

Click New to create a new checklist or Load to apply a predefined checklist to the task.

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Checklist Item Options

 

  1. Click the circle icon beside the item to toggle between “to do” and “completed”. 
  2. Hover over the checklist name and click hide to hide the checklist from view.
  3. For more options, hover over a checklist item to call up the menu. Then:
  • Click the three horizontal lines, then drag and drop the item to another position in the list.
  • Click the (X) to delete the item.
  • Click the downward arrow, then select Convert to task to create a new task from the item.

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Mention Users in Checklists

You can mention users in checklists in order to “assign” checklist tasks to them. To mention a user in a checklist:

  1. Either create a new checklist item (see above) or edit an existing one.
  2. Enter @ , followed by the user you wish to mention.
  3. Press ENTER.

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Note: Users that are mentioned in a checklist will receive a notification in their dashboard. Clicking on the notification will navigate them directly to the task.

Note: You can mention attachments in checklist items to add them to the relevant task segment. Follow the steps above, using forward slash / to mention an attachment.

 

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If you’re still having trouble…