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Using Checklist on monday.com: Creating and Tracking Tasks

A checklist is a very useful tool when you want to break down a task or action item into smaller tasks. In this article, we’ll explain how to create a checklist and all the useful things you can do with it.

Using Checklist on monday.com: Creating and Tracking Tasks
Note: The Checklist allows you to create a list within the news area. If you want to add sub-items , refer to this article.

How to create a checklist?

  • Open the item page, in the ‘Update’ area, by clicking on the item name.
  • Click on the text field.
  • Select the Checklist, located on the right side of the text toolbar.
  • Start adding to your checklist and then click “Update” to save.

Using Checklist on monday.com: Creating and Tracking Tasks

Interesting uses
Interesting use: Checklists can also be used as a self-study tool. For example, if you are learning a new language, you can create a checklist of new words you want to learn and check off each word you learn. This helps you stay motivated and track your progress.

How does it work?

To mark checklist items as completed, click on the circle to the left of the list item. This will highlight the circle and turn it green as completed. This will also decorate the list item.

Using Checklist on monday.com: Creating and Tracking Tasks

You can edit your checklist at any time by clicking the drop-down arrow in the top right corner of the update and selecting “edit update.”

Using Checklist on monday.com: Creating and Tracking Tasks

Finally, when you’ve created a checklist in Update Item, you’ll get this little mark next to the item name letting you know it’s there.

Using Checklist on monday.com: Creating and Tracking Tasks

tip
Tip: If you’re working on a large project, try dividing your checklist into categories. This will help you stay organized and organized. For example, if you’re planning an event, create categories like “Logistics,” “Marketing,” and “Content.”

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