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Task Checklists

Checklists provide a quick and efficient way to manage smaller items within your workflow. They’re perfect for breaking down larger tasks into actionable items or tracking quick to-dos. Think of checklists as lightweight tasks that you can quickly create, update, and convert to full tasks when needed.

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Getting Started with Checklists

Creating a checklist item is simple and fast. You can add new items from anywhere in the application:
  1. Click the Add button in the sidebar
  2. Select Checklist Item from the dropdown menu
  3. Fill in the required fields:
    • Title (required): A brief description of what needs to be done
    • Assignee (optional): Who will be responsible for this item
    • Due Date (optional): When this item should be completed

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Understanding Checklist Properties

Checklist items are designed to be simple yet powerful. They inherit many properties from tasks but present them in a more streamlined way. For a complete list of task properties and features, see:

Task Overview

View all available task properties and features.
 Each checklist item comes with these essential properties:
  • Title: A brief description of the item that clearly states what needs to be done
  • Status: A simple toggle between completed (✓) and not completed (○) states
  • Assignee: The person responsible for completing the item
  • Due Date: The deadline for completing the item
  • Team: Automatically inherited from your current context
  • Project: Automatically inherited if you’re working within a project

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Managing Your Checklist Items

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Quick Actions for Efficiency

Checklist items are designed for quick management:
  • Simply click the checkbox to mark items as complete or incomplete
  • Click the item title to quickly edit it
  • Hover over any item to reveal a menu of actions:
    • Edit: Modify the item’s details
    • Delete: Remove the item when it’s no longer needed
    • Convert to Task: Transform the item into a full task

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Converting to Full Tasks

One of the most powerful features of checklist items is their ability to grow with your needs. When a checklist item needs more detail or collaboration, you can seamlessly convert it to a full task:
  1. Hover over the checklist item
  2. Click the “Convert to Task” action
  3. The following fields will be automatically filled in the new task:
    • Title (from checklist item)
    • Team (from current context)
    • Project (if created within a project)
    • Due Date (if set in checklist item)
    • Assignee (if set in checklist item)
This conversion process ensures you don’t lose any information while gaining access to all the powerful features of full tasks.

Task Creation

Learn more about creating and managing tasks in Pike.

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Best Practices for Using Checklists

Checklists are most effective when used appropriately:
  • Use checklist items for quick, actionable items that don’t require extensive documentation
  • Convert checklist items to tasks when they need:
    • Detailed descriptions
    • Attachments
    • Comment threads
    • Multiple assignees
    • Custom labels or properties