Manage checklist items on cards

Last update: August 26, 2024

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  • User

Using a checklist on a card allows you to break down work into smaller increments or add notes to the card. Checklist items are available on both ad hoc and connected cards.

For information on cards, see Add an ad hoc card to a board, Use connected cards on boards, and Manage cards.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe WorkfrontAny
Adobe Workfront license

New: Contributor or higher

or

Current: Request or higher

For more detail about the information in this table, see Access requirements in Workfront documentation.

Add a checklist to a card

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Boards.

  2. Access a board. For information, see Create or edit a board.

  3. Click the card to open the Card Details box.

    Or

    Click the More menu More menu on the card, and select Edit.

  4. To add a new item, click Add checklist item. Then, type the title of the item and press Enter. Another item is automatically added. Continue entering titles to add more items.

    The counter at the top of the checklist shows the number of completed items and the total number of items.

  5. Click Details icon to open the Checklist Item Details box.

    Checklist Item Details box

  6. (Optional) Add a description, assignees, due date, and estimation hours for the checklist item.

    For information about any of these fields, see Add an ad hoc card to a board or Use connected cards on boards.

  7. Click Close to return to the card details and the full list of checklist items.

    The assignees and due date appear on the item.

  8. To copy an item, click the More menu More menu on the item and select Copy.

  9. To delete a checklist item, click the More menu More menu on the item and select Delete.

Complete checklist items

  1. Access the board and locate the card the checklist is on.

  2. Click the card to open the Card Details box.

    Or

    Click the More menu More menu on the card, and select Edit.

  3. Select the check box next to the item that is complete.

    The counter updates to show the completed items.

    You can clear the check box if you need to add the item back to the list.

    Completed checklist item

  4. Click Close to return to the board.

    The counter on the card is also updated.