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Adding checklists and notes to a task

Tasks support checklists and free-form notes for tracking sub-steps and context. This article covers adding checklists and notes to a task card.

Checklists​

  1. Open a task's detail sheet and scroll to Checklist.
  2. Type in the Add an item… field and press Enter (or click Add).
  3. Click an item's checkbox to mark it complete or incomplete.
  4. Click an item's text to edit it inline; press Enter to save or Escape to cancel.
  5. Hover an item and click the ✕ icon to delete it.

A progress bar and an X/Y counter above the list track how many items are complete.

Notes​

  1. Open a task's detail sheet and scroll to Notes.
  2. Click + Add note, write your note (type / to reference an asset), then click Add Note.
  3. To edit your own note, click its edit (pencil) icon, make changes, and click Save.
  4. To delete your own note, click its trash icon. Deleted notes leave a "Note deleted." placeholder in the thread.
  5. Click ↩ Reply under any note to add a threaded reply; click Reply to post it or Cancel to discard.

Notes show the author, timestamp, and an "(edited)" marker if a note or reply has been changed since it was posted.