Checklist Zoho Sprints

Work item checklist

You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions.

Preparing a to-do list for your work items will help you to complete the work item on time. Generally, checklists are the basic entities that you define right before you work. 

Why do we need a checklist?
  1. Checklists can help analyze the work item's progress effectively
  2. Add or remove checklists anytime
  3. Group similar set of to-do-lists
  4. Complete or reopen them anytime
Business scenario

Before we get into the guidelines for creating a checklist, let's take a look at how checklists can be used in a marketing team. Before the team publishes the webpage, these are the basic checklist they may include.

Checklist Name - Prerequisites for website launch
  1. Update latest content in the backend content management tool 
  2. Cross check with the UI team for design approval
  3. Check for CTAs (Call to actions)
  4. Link to social media sites
  5. SEO optimization
  6. Include blog, help center, support links to the website
  7. Upload videos and images to relevant feature descriptions
  8. Check whether the website work across browsers
  9. Include search bar 
  10. Copy rights 
  11. Publish 

Once the checklists are completed, the website can be launched successfully. Ready to create checklists in Zoho Sprints? Check out the basic requirements below:
  1. Available plans: Elite and Premier
  2. Accessibility: Admin, Manager, Item Owner, and Item Creator.   

Are checklists similar to subitems? 
No, you cannot call a checklist as a subitem. Subitems are secondary entities that are treated as work items. However, a checklist is just a to-do list that you use to build the work item. It's not treated as an individual work item that you require to complete in order to move the parent item to a closed status.  

Add checklist

Add a checklist to your work item by navigating to the work item details page. You can find a small information on what does a checklist do. Now, start adding your first checklist by clicking on the Add Checklist button. Enter the checklist details and click Add to create your checklist. 
  1. Checklist Name - The title that you define to your checklist.
  1. Checklist Item Name - The to-do's that you would like to add in your checklist. These are called as the Checklist work items
  1.  Access - Set access privileges for your checklist. (Private: Visible only to the selected assignees, Public: Visible to all the assignees of the work item)
  1. Assign To - Assign the checklist to particular assignees.
  1. Priority - Set the priority for your checklist. 

Add checklist item

Once you create a checklist, you can add n number of items to it. Click Create Checklist Item  at the bottom of your checklist name to add new work item to it.  


You can create only up to  10 Checklists and 50 Checklist Items

Edit and delete checklist

You can modify the details of your checklist or checklist work items right in a click. Just click   next to the checklist to modify the details of your checklist. If you wish to update your checklist click   next to the checklist item and choose Edit . This works similar for delete.  

Note: You can delete only an empty checklist. The delete action is disabled for checklists that are listed with checklist items. If 
you want to delete the entire checklist, you have to delete all the checklist items in it.  


Reorder checklist items and checklist groups

You can click the Reorder button at the bottom of the checklist, drag and drop the items, or change their sequence number to reorder, and click Save.  
To reorder checklist groups, click the  Reorder Group button at the bottom of the checklist, drag and drop the items, or change their sequence number to reorder, and click  Save.

Convert checklist item to work item 

You can convert the checklist item to a work item anytime. Click   next to the checklist item and select Make it as Item. Fill in the details on the create item form, then click  Create.

These checklists will get cloned when you clone the work item they are associated with.  

Complete or reopen checklist

You can either complete or reopen a checklist item. By completing all the checklist items, your checklist is accomplished. 

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Work item reminders

                                                                                            You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the page to know your profile permissions. Are you finding it difficult to manage a whole lot of work items? Set ...
                                                                                          • Work item linking

                                                                                            Linking work items helps you create an association between similar, identical, or inter-dependant work items. This allows you to track and manage those work items that are related to each other and be aware of how the progress of those work items ...
                                                                                          • Manage work items

                                                                                            Once your story has been defined, its time to create the work items that form the building blocks of your project. You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper at the bottom of the ...
                                                                                          • Add or associate work items to epic

                                                                                            Once, you have now successfully created your epic in Zoho Sprints, you can either add or associate an existing work item to your epic. Add new work items - I ntroduce new work items from your epic. Associate existing work items - A ssociate existing ...
                                                                                          • How are estimation points defined for a work item?

                                                                                            How are estimation points defined for a work item? In Agile, before starting a sprint, the team should discuss how many points to assign to each story. These points indicate the amount and complexity of the work required and its risks. Agile teams ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources