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Quick reference
Using Checklists
Understand how checklists are created and can be re-purposed for later use.
When to use
To learn how to add checklists to a card. To understand how you can save checklists to use in multiple cards.
Instructions
Adding a Checklist
1. Open up an existing card.
2. Select the Checklist button from the Add section on the right side of the screen.
3. Give the checklist a name or use the default name and select the Add button.
4. In the Checklist section which is then displayed, start adding items to your checklist.
Hiding or Showing Completed Items
If you do not want to see items that you have completed on your checklist, select the Hide completed items link in the top right corner of the Checklist section.
If you want to see all of the items you have completed, select the Show checked items link in the top right corner of the Checklist section.
Copying an Existing Checklist
If you have one or more checklists that you would like to use in multiple cards, follow these instructions:
1. Open up an existing card.
2. Select the Checklist button from the Add section on the right side of the screen.
3. Select the Copy Items From... drop-down menu.
4. Select the existing checklist that you would like added to the card and click Add.
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- 00:04 Trello gives us so
- 00:05 many different ways that we can add valuable information to our cards.
- 00:09 We've already seen that we can add colorful labels, we can add due dates
- 00:14 to cards, but we can even add helpful checklists to individual cards.
- 00:18 Now, unlike some of the other features I've shown you,
- 00:22 you are not able to add a checklist from the edit icon,
- 00:26 so you must actually open up the card to access this capability.
- 00:30 Here, under the Add section, you will see a button labeled Checklist, and
- 00:35 by selecting Checklist, the first choice that we are given is to give it a name.
- 00:41 Now, by default, the default name is Checklist, and
- 00:44 you don't need to change it if you don't wish to.
- 00:46 But in this case, I'm gonna label this Sales Followup because this is
- 00:51 a checklist that I want to follow for particular sales calls.
- 00:55 I'm going to select Add, and now we have a checklist area within our card,
- 01:01 just below the description.
- 01:03 Here you see the checklist icon, which will also show on the front of the card,
- 01:08 we have the name that we've just given this checklist, and if want to edit it,
- 01:12 I can simply click on it and edit the name of that checklist.
- 01:16 And in the right hand side, we have the option to Delete, or
- 01:20 remove this checklist from this card.
- 01:23 Now we also see that there is a percentage area and a percentage bar and
- 01:28 we'll see how that changes and affects our card as we add items and
- 01:33 cross things off of our checklist.
- 01:36 So to add your first item to your checklist,
- 01:39 simply select the Add an item option, and just like a card,
- 01:43 you can add as many different checklisted items as you would like.
- 01:48 So I'm gonna start with a simple sales process here,
- 01:52 I'm gonna ask if they have any questions, I'm going to hit enter, and
- 01:56 I can quickly enter in other items on my checklist.
- 02:00 I'm going to ask if they read the PDF I sent, and
- 02:04 my last checklisted item was to Setup next call, so
- 02:09 now I have a checklist with three different items.
- 02:14 Now you can add as many different items as you like, and just like cards,
- 02:19 you can click and drag and change the order of your checklist.
- 02:24 In this example, I'm going to keep it in the order in which I created them,
- 02:29 now as we start to check things off of our checklist,
- 02:32 you'll notice that this little status bar will change,
- 02:36 indicating how many of the items on our checklist we have completed.
- 02:40 And if we go to the top level view of our card, you will see that we have the icon,
- 02:45 and it again will show us how many of those items we have completed.
- 02:50 A helpful indicator letting us know that we both have a checklist,
- 02:54 and how many of those things we have actually completed.
- 02:57 You will also notice, as soon as you have one or more things checked off,
- 03:03 you have a new option here to the left of the Delete link,
- 03:07 we have the choice to Hide completed items.
- 03:10 If I make this selection, you will see,
- 03:13 I will only show the checklisted items that I have remaining. In parentheses,
- 03:18 it will show us how many we have already checked off.
- 03:21 This can be really useful if you have a very lengthy checklist, and
- 03:25 you would only like to see the things that you've completed, and
- 03:29 you can toggle this option back and forth.
- 03:31 Now if I continue on and check everything off of my list, you can see that my
- 03:36 status bar has gone to 100% and has now changed to the color of green,
- 03:41 and that will also be reflected on the front of the card.
- 03:45 It will change to green indicating that I have completed everything within
- 03:51 that checklist. Now, Trello also makes it very easy for us to repurpose a checklist.
- 03:57 Let's say the process that I created,
- 04:00 the checklist I created in this card, I would like to reuse somewhere else.
- 04:05 Here I have another sales phone call, so I'm gonna open up this card and
- 04:10 I'm gonna select the Checklist button.
- 04:13 Now instead of creating a brand new checklist, I get an additional drop-down
- 04:18 box here, because I've already had a checklist created with this board.
- 04:23 By selecting this drop down, it will show me the name of the card where
- 04:28 that checklist resides and I can select that specific checklist.
- 04:33 You may recall that I named it Sales Followup,
- 04:37 I'm going to select that and select Add, and
- 04:40 now I have the exact same checklist which I used in the previous card.
- 04:46 So this can be very helpful if you have a particular group of tasks, or
- 04:51 a particular set of items that you would like to repeat on different Trello cards.
- 04:58 Don't waste your time creating a brand new checklist,
- 05:01 you can repurpose that checklist in other cards.
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