Adding a checklist to tasks in Zoho Connect

Overview

Add a checklist to any task you create within a board or for private tasks. You can also assign each item on your list to any member.

Adding checklist items can be done in both—the free and the enterprise versions. However, you will need to subscribe to Connect's enterprise plan to assign the checklist items to other members.

How to add and assign checklist items?

1. Click Tasks from the menu in the left.
   
2. Click the + icon in the top-right part of your page.
   
3. You can also create a new task by clicking the + icon in the top-right part of your Connect page, and select Create task from the dropdown.
4. In the Create new task pop-out, click the + Add Checklist button.
   
5. Press the enter/return key to add more items to your checklist.
   
6. You can drag and drop the items on your checklist to order them.
   
7. Click the icon seen in the right end of the checklist input box. 
8. From the list of members select the members you'd like to assign the checklist item to.
   

You can add a maximum of 25 items to your checklist.

• Related Articles

• Adding a checklist as a section action in Zoho Connect's boards.

  Overview Automate recurring steps for the tasks within the section of your board by configuring section actions. Users can apply a set of actions, like assigning tasks to specific members, setting the due date or priority level to the tasks added to ...

• Work item checklist

  Preparing a to-do list for your work items will help you to complete the work item on time. Generally, checklists are the basic entities that you define right before your work.  Why do we need a checklist? Checklists can help analyze the work item's ...

• Adding tags as a section action to Zoho Connect's boards

  Overview Automate recurring steps for the tasks within a specific section of your board by configuring section actions. Users can apply a set of actions, like assigning tasks to specific members, setting the due date or priority level to the tasks ...

• Adding tags as a section action to Zoho Connect's boards

  Overview Automate recurring steps for the tasks within a specific section of your board by configuring section actions. Users can apply a set of actions, like assigning tasks to specific members, setting the due date or priority level to the tasks ...

• Integrating Zoho Mail Tasks with Zoho Connect

  Overview View all the tasks in your Zoho Mail as a board in Zoho Connect. Tasks added within your mail groups will also be listed as separate boards in Zoho Connect. Who can use the Zoho Mail integration? All members in the network can use the ...