Adding a checklist to a task
A checklist splits one task into smaller steps. Use it when the job is one thing on your board but several things in practice, like packing for a wedding or getting a gallery out the door.
Adding steps
- Open the task.
- Under Checklist, click Add an item.
- Type the step and press Enter.
- Type the next one. The field stays ready until you're done.
The count beside Checklist shows how far along you are, like 2/5, and the same count shows on the task's card so you can see progress from the board.
Ticking, editing and reordering
- Tick the box beside a step when it's done. It shows crossed out.
- Edit a step by clicking its text. Press Enter to save.
- Reorder by dragging the handle on the left of a step.
- Delete a step with the × that appears when you point at it.
Ticking the last step doesn't complete the task. That's deliberate, since you might still want to check the work or wait on a client. Mark the task done yourself when you're ready. See Tracking tasks on a board or list.
Checklists that work well
Wedding gear. Bodies and backup body, lenses, charged batteries, formatted cards, flashes and triggers, the shot list, the timeline, snacks and water.
Gallery delivery. Cull, edit, export, upload, check the gallery on your phone, set download options, publish, send.
Album. Pick the photos, send them to your album designer or lab, share the proofs, make changes, final sign-off, order, check the print.
New inquiry follow-up. Reply within a day, send pricing, follow up after three days, follow up after a week.
Keep each checklist to the steps you'd actually forget. If a step has its own deadline, like album proofs due back from your client, make it a separate task with its own due date so it can remind you.
Frequently asked questions
Can I add a checklist when I first create a task?
Not in the New task window. Create the task, choose Open on the note that appears, and add your steps there.
Is there a limit on checklist steps?
Yes, 100 steps per task. If you're near that, the job probably wants splitting into a few tasks.
Can I reuse a checklist on another task?
No, there are no checklist templates. Keep your go-to lists in a note on your phone and add the steps from there, one at a time.