Adding a checklist to tasks in Zoho Connect

Adding a checklist to tasks in Zoho Connect

Overview

Add a checklist to any task you create within a board or for private tasks. You can also assign each item on your list to any member.

Adding checklist items can be done in both—the free and the enterprise versions. However, you will need to subscribe to Connect's enterprise plan to assign the checklist items to other members.

How to add and assign checklist items?

  1. Click Tasks from the menu in the left.
  2. Click the + icon in the top-right part of your page.
  3. You can also create a new task by clicking the + icon in the top-right part of your Connect page, and select Create task from the dropdown.
  4. In the Create new task pop-out, click the + Add Checklist button.
  5. Press the enter/return key to add more items to your checklist.
  6. You can drag and drop the items on your checklist to order them.
  7. Click the icon seen in the right end of the checklist input box. 
  8. From the list of members select the members you'd like to assign the checklist item to.

You can add a maximum of 25 items to your checklist.

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