Checklists and subtasks
Two ways to break a task down. Use subtasks when the pieces need their own assignee, dates or files. Use a checklist when you just need a list of steps ticked off.
Checklists
Open any task and select the Checklist tab.
- Type an item and press Enter to add it; items save instantly.
- Tick items off to fill the progress bar; the tab badge shows the count.
- Delete an item with the small cross on its row.
Checklists are perfect for definitions of done ("Draft, Review, Publish, Share") and for turning a client brief into checkable steps.
Subtasks
The Sub Task tab creates real child tasks with their own due dates, files and status. Subtasks show up in reporting and can be completed independently. A task with open subtasks tells you at a glance how much of it is really done.
Which one should I use?
| Situation | Use |
|---|---|
| Steps one person does in sequence | Checklist |
| Pieces that different people own | Subtasks |
| Client-visible breakdown | Subtasks |
| A definition-of-done gate | Checklist |