Last updated: 17 Jun 20262 min read
Settings — Checklist
What This Does
The Checklist Templates page lets you create reusable checklists that can be automatically assigned to tasks when they are created. Each checklist contains a set of items that appear as checkboxes inside the task — helping your team follow a consistent process for each task type.
The Checklist Templates List
| Column | Description |
|---|---|
| Template Name | Name of the checklist template |
| No. of Items | Number of checklist items in the template |
| Auto Assign to Tasks | Task type(s) this template is automatically assigned to |
| Actions | Edit or Delete the template |
- Paginated — 10, 25, 50, or 100 per page
Creating a Checklist Template
- Click + Add Template.
- Fill in the form:
| Field | Required | Notes |
|---|---|---|
| Template Name | Yes | Name of the checklist template |
| Checklist Items | Yes (at least one) | Text items shown as checkboxes inside the task |
| Tasks To Which This Template Will Be Assigned Automatically | No | Select one or more task types for auto-assignment |
- Add items using + Add New Item.
- Drag the handle (⠿) on each item to reorder them.
- Click ➕ to add a new item inline or ➖ to remove an item.
- Click Save.
Important: The checklist will only be added to newly created tasks — it will not be added to existing tasks.
How Auto-Assignment Works
When a checklist template is assigned to a task type:
- Every time a new task of that type is created, the checklist is automatically added to it
- Team members can then check off items as they complete each step
- The same template can be auto-assigned to multiple task types
Checklist Items
Checklist items are plain text with a checkbox. Inside a task, each item can be:
- Checked ✅ to mark as done
- Left unchecked to mark as pending
Actions
| Action | Description |
|---|---|
| Edit | Modify the template name, items, or task assignments |
| Delete | Permanently remove the template |