How to Create Checklists Within Tasks

This article explains how to add, edit and delete task checklist items.

Updated October 21, 2024

 

 
User Permissions for Accessing This Feature
Owner Standard Administrator Flow Administrator Task Manager Guest  General
閲覧のみ ×

 

Click on "Flows" in the upper left menu to display the list of available flows. From this list, select the flow for which you would like to create a checklist.31-Checklist-01

The flow details screen will appear; please click on the task for which you wish to create a checklist.32-Checklist-02

The checklist will be displayed on the task details screen. Enter your item in the "Add New Item" field and click "Add" to include it in the checklist.33-Checklist-03


The checklist has been successfully added. You can freely rearrange the order of items, modify their content, or delete any that are no longer needed.34-Checklist-04

 

When All Checklist Items are Complete

When all checklist items are complete, a dialog will appear prompting you to mark the task itself as complete.

03-TaskChecklist-1