TasksUpdated
Subitems and checklists
Break a bigger task into steps with a checklist. Add items, tick them off as you go, and see how many are done at a glance.
When a task has several steps, add them as a checklist inside the task. Tick each one as you finish it.
Things to know
- Tasks don't have subtasks or subitems. Use a checklist for the steps, or create separate tasks linked to the same deal or project.
- The checklist header shows how many items are done, for example 2/5.
- Checklist items can't be reordered, edited or turned into tasks. To change an item, delete it and add it again.
- Ticking every item doesn't finish the task. Click the circle next to the title when the task is done. See Manage tasks.
Add a checklist
- Go to CRM > Tasks and click a task to open it.
- Find Checklist and click its +.
- Type the first step in Add checklist item and press Enter.
- Type the next step and press Enter again. Repeat for each step.
Tick off a step
Click the item. It's struck through and the count in the header goes up. Click it again to untick it.
Delete a step
Hover over the item and click the trash icon.