How to make a checklist and manage tasks

about 10 minutes

A checklist gives your team a short list of actions to follow. Use tasks to track work that needs an owner, and use a project to group related tasks.

Video: Add a task and mark it done

Step 1 — Open checklists

Click Checklists in the left menu. The page shows a new checklist form and the existing checklists.

Checklists page with the page heading outlined and the new checklist form visibleChecklists page with the page heading outlined and the new checklist form visible

Step 2 — Create your checklist

Complete Title and Description as shown. Use Add item to add “Check office supplies” and “Check the meeting room.” Click Create.

New checklist form with a title, description, and two itemsNew checklist form with a title, description, and two items

Step 3 — Tick an item

Open Weekly office check from the checklist list. Click the box beside “Check office supplies.” These ticks are only for reading; the app does not save them.

Check office supplies item with its checkbox tickedCheck office supplies item with its checkbox ticked

Step 4 — Add a personal task

In My tasks, click Add new task. Complete the form as shown, with Project set to No project and Responsible person set to You. Click Save.

New personal task with a title, description, due date, high priority, and the current user responsibleNew personal task with a title, description, due date, high priority, and the current user responsible

Step 5 — Find your task

Find “Order office supplies” in My tasks. Its row shows No project, the priority, and the due date.

Order office supplies in the task table with its project, priority, and due dateOrder office supplies in the task table with its project, priority, and due date

Step 6 — Complete the task

When the work is done, click the circle in the DONE column. Click Show completed to show the completed task again. Its circle now contains a check mark.

Completed Order office supplies task with its checked completion circleCompleted Order office supplies task with its checked completion circle

Step 7 — Create a project

Open New project from Projects. Complete Title, Description, Start date, and End date as shown. Click Save to open the project.

New project form with the Office readiness title, description, and datesNew project form with the Office readiness title, description, and dates

Step 8 — Add a task to the project

In the project, click New task. Enter “Prepare the meeting room” in Title. Click Save.

New task form for Prepare the meeting room inside the projectNew task form for Prepare the meeting room inside the project

Step 9 — Review the project task

Find “Prepare the meeting room” under Tasks in the project. The row shows the person responsible, priority, and completion circle.

Prepare the meeting room in the project task tablePrepare the meeting room in the project task table

Tips

  • Checklist ticks clear when you leave the checklist and return.
  • To add a task tag, enter it in Tags and press Enter.
  • Show completed brings completed tasks back into the task table.
  • New task inside a project adds the task to that project.

What next

Use your checklist in a training course, or draw a flowchart for the work process.

Pricing

From $25 a month for up to 8 users.

Every feature on every plan. 7-day full refund: if you are not happy, email us within 7 days of your first payment and we refund it in full. support@orgstatistics.com

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