Checklists in Zoho Notebook help you organize tasks, track activities, create shopping lists, maintain routines, and manage other actionable items. You can create a dedicated Checklist Card when you want a task-focused note or add checklists within a Text Card when you want to combine tasks with additional information.

As you complete items, simply check them off and continue tracking the remaining items within the same note.

Create a Checklist Card

To create a Checklist Card:

1. Open the Zoho Notebook app.
2. Click or tap the Checklist Card icon from the note creation options.
3. Enter a title for your checklist.
4. Add your first checklist item.
5. Press Enter to add another item.
6. Continue adding items as required.
7. Your checklist is saved automatically.

Work with Checklist Items

Once you've created a Checklist Card, you can manage individual items and organize the checklist based on your requirements.

Mark Items as Complete

Click or tap the checkbox next to an item to mark it as completed.

Completed items remain part of the checklist, allowing you to keep track of the items you've already finished.

Reorder Checklist Items

Rearrange checklist items based on your priority or preferred order. Use the move option on the left side of an item to drag and drop it to the desired position in the checklist.

Manage Completed Items

When you mark an item as complete, it is moved to the bottom of the checklist, keeping completed items separate from active items. This makes it easier to focus on the tasks that still need your attention.

Uncheck Completed Items

You can uncheck a completed item to move it back to an active state.

This is particularly useful when working with reusable checklists such as shopping lists, packing lists, routines, and recurring activities.

Add Checklists to a Text Card

You don't always need to create a separate Checklist Card. Zoho Notebook also lets you add checklists directly within a Text Card.

This allows you to combine regular text and other supported content with actionable checklist items in the same note.

To add a checklist to a Text Card:

1. Open an existing Text Card or create a new one.
2. Place the cursor where you want to add the checklist.
3. Select the Checklist option from the editor toolbar.
4. Enter your first checklist item.
5. Press Enter to add additional items.
6. Click or tap the checkbox next to an item when you complete it.

You can continue adding regular text or other supported content before or after the checklist.

Use Cases for Checklists

Checklists can be useful for a variety of personal, academic, and professional activities.

• Daily tasks: Keep track of tasks that need to be completed throughout the day.
• Shopping lists: Create a list of groceries or other items and check them off while shopping.
• Project tasks: Break a project into smaller actionable items and track their completion.
• Meeting action items: Record follow-up activities and tasks discussed during a meeting.
• Travel and packing: Create a packing checklist to make sure you don't miss important items.
• Study plans: Keep track of topics, assignments, reading materials, and other learning activities.
• Routines: Maintain checklists for recurring activities such as morning routines, workouts, or weekly tasks.
• Event planning: Organize preparations and track tasks for meetings, trips, celebrations, or other events.

For simple, task-focused lists, use a Checklist Card. If your checklist requires additional context, instructions, or supporting information, add a checklist within a Text Card instead.

Frequently Asked Questions

A Checklist Card is a dedicated notecard designed for creating and managing lists of actionable items. You can use it for tasks, shopping lists, routines, project activities, packing lists, and more.

A Checklist Card provides a dedicated experience where the entire notecard functions as a checklist. A checklist within a Text Card allows you to combine checklist items with regular text and other content in the same note.

Yes. You can reorder checklist items to arrange them based on your preferred sequence or priority.

Yes. You can uncheck completed items and reuse the checklist. This is useful for recurring activities such as grocery shopping, packing, routines, and regular task lists.

No. Currently, images cannot be added to a Checklist Card. If you need to include images along with checklist items, you can use a Text Card and add a checklist within it.

Need Further Assistance?

If you have any questions or need help using Checklists in Zoho Notebook, contact the Zoho Notebook support team at support@zohonotebook.com.