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Add a New Task

In this article

You can keep track of multiple tasks in one Kanban card by using the Checklist feature available in your Kanban cards.

Add a Checklist

  • Click on the Kanban card you want to add a checklist to.
  • Access the Checklist Tab from the Card Interactions Toolbar. Upon clicking, a blank text box will appear.
  • Enter the name of the checklist and press Enter, or click the Add button next to the checklist field.

checklists create a new task add a checklist

Copy a Checklist

Another way of adding a checklist on a Kanban card is by copying an existing checklist from any card within the Kanban board.

  • To copy a checklist, click on the Copy Existing button at the rightmost side of the Add Checklist… textbox.

checklists create a new ask copy checklist

  • Upon clicking, the Copy Checklist dialog box will appear. Click on the text box and type in the title of the checklist you would like to copy. A list of relevant checklists from your current board will populate below the text box, along with the name of the card where the checklists belong to. To copy a checklist, double-click its title.

Checklists - Create a New Task - Checklist dialog box

  • The checklist title will be copied to your current card. Click on the Add button or press Enter to confirm.

Checklists - Create a New Task - Confirm Copy Checklist

  • After clicking the Add button, the checklist and its tasks will populate at the bottom part of the card.

Checklists - Create a New Task - Checklist copied

Adding Tasks to Checklist

In the new checklist you have created, you can add new tasks by clicking on the Add Task textbox. After typing in the name, press Enter or click on the Accept button to confirm.

Checklists - Create a New Task - Add a task

You can create multiple checklists under each Kanban card and multiple tasks under each checklist.

Filter Tasks in a Checklist

When you have a checklist with many tasks you can use the task filter options available in the Checklist tab to keep better track of tasks that are assigned to you. You can filter tasks in three ways:

1. Filter tasks assigned to you

Toggle the first filter tab to Only Mine. This will filter all tasks assigned to you. To cancel, toggle the tab back to All.

Checklists - Create a New Task - task filter only mine

2. Filter only open tasks

Toggle the second filter tab to Only Open. This will filter all tasks assigned to you. To cancel, toggle the tab back to Open & Closed.

Checklists - Create a New Task - task filter only open

3. Filter open tasks assigned to you

Toggle the first filter tab to Only Mine and the second filter tab to Only Open. This will filter all open tasks assigned to you.

Checklists - Create a New Task - task filter only open only mine

Bulk Actions

There are two bulk actions available for taking action on multiple tasks in a checklist. These options are available from the  icon at the rightmost part of the checklist name. From the dropdown menu, you can assign all tasks to a team member or close all open tasks in one action.

close open tasks

  • To assign all unassigned tasks to a team member, choose Assign All Tasks To… and a dialog box will open listing down your team members on the board. Click on a team member’s name and all unassigned tasks will be assigned.
  • To close all open tasks, choose the option Close Open Tasks and all tasks that have not yet been ticked will be immediately marked as closed.

Deleting a Checklist

To delete a checklist in a card, including all the tasks in it, click on the icon at the rightmost part of the checklist name. From the dropdown menu, choose Delete Checklist.

delete checklist

A dialog box will open to confirm the deletion. Click on the Delete button to confirm.

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