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The Checklist

A checklist with two sections, owners, a due date and required items

The checklist sits in the issue's Simple Checklist panel and in its Activity section. The bar at the top shows how many items are done, and a red note counts required items still open.

Adding items

  • Type in Add an item and press Enter.
  • Start with # to add a section heading. Each section shows its own done/total.
  • Paste several lines to add one item per line. - [x] comes in as done, - [ ] and plain lines as open, and a line ending in ! as Required.

Working with items

To Do this
Finish an item Click its circle. Click again to reopen it
Pick another status Use the status menu on the right, for example In Progress or N/A
Set an owner or due date Hover over the item and use the person or calendar button
Edit the text Click it, change it and press Enter (Esc cancels)
Reorder Drag the handle on the left of a row
Mark it Required or Optional ••• → Requirement
Turn it into a sub-task ••• → Convert to sub-task. The item links to the new sub-task
Hide finished items Hide done at the top of the panel

Item text can include links ([text](url)), issue keys such as PAY-198, **bold**, _italic_ and code.

Activity

The Activity tab listing recent checklist changes

The Activity tab lists the latest 50 changes to the checklist: who added, completed, reassigned or rescheduled what, including changes made by templates and Automation.

The glance badge

In the issue's right-hand column, Checklist shows done/total. It's green when everything is done and red while required items are open.

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