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Repeating Checklists (Subtasks)
Repeating Checklists (Subtasks)
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Setup

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Add new tasks

Use this section to add tasks to your team's task list.

Step 1: Add new task from a category 👇


Task categories
1
Name
Add new Task
1
Webinar
Add new task
2
Competitive analysis
Add new task
3
Monthly reconciliation
Add new task
There are no rows in this table
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Step 2: Give your task a name and assign it 👇


Team tasks
6
Name
Assigned to
Type
1
Competitive analysis H1 of 2019
AD
Adam Davis
Competitive analysis
2
Jan 2019 accounting reconciliation
PR
Polly Rose
Monthly reconciliation
No results from filter
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Step 3: Add subtasks to each task

Click the button in the table below 👇 to add the
template checklist
⁠
to the task, based on the task type.
Then, try popping open the row by hovering over the row and clicking the expand icon
arrow-expand (7).png
⁠
next to the task name. You'll notice that the subtasks are shown as a subtable within the task row.
Name
Assigned to
Type
Add Template Checklist
List of Subtasks
1
Competitive analysis H1 of 2019
AD
Adam Davis
Competitive analysis
Add template checklist
⁠
@Review last year's report
⁠
⁠
2
Jan 2019 accounting reconciliation
PR
Polly Rose
Monthly reconciliation
Add template checklist
⁠
@Reconcile cash in bank accounts with general ledger
⁠
⁠
No results from filter
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👉Next up:
Using automation
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