Create a checklist

A checklist is always based on a template. If you don't have a template yet, create one first — see Template wizard.

Choose a template

Click «New checklist» in the toolbar. A dialog opens with all available templates; use the search field to filter them. Select the template you want:

«New checklist» dialog with template selection — Step 1 of the «New checklist» dialog: search field and several template cards with title, field count, and an optional «Sequential» badge.

Fill in the title and properties

After choosing a template, the form for the new checklist opens: a title field plus every metadata field enabled on the template. Use «Change template» in the bottom left to go back to template selection at any time. Click «Create» to finish:

«New checklist» dialog with title and metadata fields — Step 2 of the «New checklist» dialog: title field, metadata fields from the template (e.g. property, due date, responsible person), and the «Create» button.

The newly created checklist automatically inherits all tasks from the template and opens directly in the detail view.

Note

If a template is changed afterwards, it does not affect checklists that were already created — only newly created checklists pick up the updated fields and tasks.

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