Convert Checklist items into Tasks
Overview
If a Checklist item needs additional importance, you can convert it into a separate Task within the same Board or add it to any other Board.
Who can convert a Checklist item into a Task?
Users who have permission to create Tasks in the Board can perform this action.
How to convert a Checklist item into a Task?
-
Click Tasks from the main menu in the left.
-
Navigate to the required Task and Checklist item.
-
Hover above the Checklist Item and click
seen in the right end of the checklist input box.
- In the pop-out, add additional details and change the Board and Section, if required.
- Once done, click Add Task.
What happens once the Checklist item is converted into a Task?
A new Task will be added in the selected Board. Assignees and due date of the Checklist Item, if any, will be automatically added to the Task.
In case the Checklist assignees are not a member of the selected Board or Private Section, the Task will be created without adding them as assignees. You'll have to add them as members to the Board or Private section first and then assign the Task.
The option to convert Checklist Items into Tasks is available only in Zoho Connect's Enterprise plan.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
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 ...Tasks in a Board
Creating and assigning tasks To add and assign a task: Click the + seen within a section. Fill in the task details such as title, task notes, or add a checklist, set a due date, priority levels, and set a reminder. Attach files from the desktop by ...How to set due date to a Checklist item?
Who can set due date to a Checklist item? Admins of the Board, members who have permission to create Sections and Tasks, and members who have permission to edit Tasks within a board can add due date to checklist items. How to set due date to a ...Board templates in Zoho Connect
What is a board? A Board is a centralized space to manage work plans—be it a personal to-do list or something that involves the entire team. You can divide work into sections and assign tasks to them. All tasks within a board can be viewed by all the ...Adding a checklist as a section action in Zoho Connect's boards.
Overview Automate recurring steps for the tasks within the section of your board by configuring section actions. Users can apply a set of actions, like assigning tasks to specific members, setting the due date or priority level to the tasks added to ...
New to Zoho LandingPage?
Zoho LandingPage Resources