Using Checklists

Quick reference

• 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.

Lesson notes are only available for subscribers.