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Task Checklist

What it does

The Checklist section lets you add a list of sub-steps or action items to a task. It uses a rich-text editor (the same engine as Description) so you can format the checklist with bullet points, numbered lists, bold text, and more.

How to use it

  1. Open a task and tap the Checklist section to expand it.
  2. The placeholder text reads "Add Checklist", tap inside the editor to start.
  3. Type your checklist items. Use the formatting toolbar to structure them:
  4. B: Bold
  5. I: Italic
  6. U: Underline
  7. Unordered list, ideal for unordered steps
  8. Ordered list, ideal for sequential steps
  9. Link: insert a URL
  10. When done, tap the Save button (checkmark icon) in the toolbar. A "Checklist saved" notification confirms the save.
  11. Tap the Close button (X icon) to collapse the checklist editor without discarding saved content.

Tips & shortcuts

  • Unlike the Description field, the Checklist has a dedicated Save button; it doesn't auto-save on navigation. Always tap Save before leaving the section.
  • The AI Breakdown Task button in the Description section can append a generated breakdown directly to the checklist. See Task Description for the workflow.
  • Use ordered lists for step-by-step processes where sequence matters; unordered lists for independent action items.

Verification note

⚠️ The Checklist does not currently render as interactive tick-boxes inside the editor; it is a rich-text note rather than a true checkbox list. Confirm with the team whether checklist items can be individually ticked off, or whether completion is tracked at the task level only.