Add Checklists to Tasks

This feature is available to all users

Tasks in MeisterTask can contain checklists. Checklists are perfect for any task which requires multiple to-do's or action items: simply mark off completed actions to keep track of your team's progress. You can also create predefined checklist templates which can be reused for many different tasks.

 


 

In this Article:


 

Create and Use Checklists

You can create a checklist directly in the task window:

 

  1. Open the task to which you'd like to add a checklist.
  2. Click Add Checklist Item in the task window.
  3. Enter a name for your new checklist item and press ENTER.

    addchechklistitem.gif
  4. Once you've created a checklist item, you can click the blue circle next to any item to cross it off as completed.

To delete or rearrange items in your checklist, hover your mouse over any item and use the icons which appear. You can also use the rightmost icon to convert a checklist item into a task. chechlistrearrange.gif


 

Create Predefined Checklist Templates

You can create predefined checklist templates which can be reused for many different tasks:

 

  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. You can also edit an existing checklist by selecting it from the list on the left-hand side of the window.
  4. Click +Add Checklist Item to add items to your predefined checklist.

    mceclip0.png

You can also create a predefined checklist out of any existent checklist:

 

  1. Hover your mouse over the checklist's name and click the arrow.
  2. Select Save... from the drop-down menu.
  3. Enter a name for your new predefined checklist (or overwrite an existing checklist) and click Confirm.

    checklisttemplatesave.gif 

 

Add a Predefined Checklist to a Task

 

  1. Open the task to which you'd like to add a predefined checklist.
  2. Hover your mouse over the Checklist header, then click the arrow which appears. 
  3. Select Load from the drop-down menu.
  4. Choose a predefined checklist from the drop-down menu.

    addchecklisttemplate.gif

 

Add Multiple Checklists to a task

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

 

  1. Open the task to which you'd like to add multiple checklists. 
  2. Hover your mouse over the Checklist header, then click the arrow which appears.
  3. Select New to create a new checklist or Load to apply a predefined checklist to the task.

    mceclip1.png

 

Use Mentions to Share Checklist Items with Other Team Members

Use the @ key to mention other team members in a checklist item. The mentioned user will receive a notification and be alerted to the item. To mention another user:

 

  1. Create a new checklist item (see above) or edit an existing one.
  2. Type @, then select the user you'd like to mention from the drop-down menu.
  3. Press ENTER.

    mentionchecklist.gif

 

Still having trouble?

 

Reach out to MeisterTask Support for help!