Checklists
Checklists are lightweight to-do lists inside a task. Use them to capture the small steps needed to finish a piece of work — verification steps, review items, launch checks — without creating separate tracked tasks for each step.
Where checklists live
A checklist appears on the task's detail page under a Checklist heading, below the description and attachments. You can also add checklist items while creating a task (the checklist section in the create dialog). When a task has checklist items, they appear at the top of the create dialog under the Checklist toggle.
Add and edit items
Open the task.
Under Checklist, click the + (Add item) button.
Type the step. The placeholder reads Add an item... and you can @mention a teammate or team to draw their attention.
Press Enter to save.
Each item appears in a row with:
A checkbox to mark it complete — completed items are shown with a strikethrough but stay visible so the team can see what was covered.
The item text, which supports rich content and mentions.
An assignee control (the row shows Assign, or the avatar of the person assigned) so one person can own a step.
A delete action (trash icon) and a drag handle (Move item) to reorder.
The checklist header shows progress like 2/5, updating as you check items off. Rows can be reordered by dragging to reflect the order work should happen — put review and launch checks near the end.
When to use a checklist instead of a task
Situation | Best tool |
|---|---|
Small steps inside one deliverable | Checklist |
A step that needs its own owner and due tracking across a longer time | A linked task |
Verification, review, and launch gates | Checklist |
Checklist items are not tracked work items: they don't move through workflow states. If part of the work needs to progress on its own, create and link a separate task instead. Helpin does not have a separate "sub-task" item type — task relationships (Blocks, Relates to, Duplicates) express dependencies between tasks.
Tip: When you assign a checklist item, @mention that person in the step so it shows up in their notifications — checklist assignees are not added to the task's follower list.
Related
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