To-do Lists
To-do list is one of the card elements. It includes a list of tasks or items, along with checkboxes that allow you to mark off tasks as they are completed. It is a way to keep track of smaller items within a card. Use it as a checklist of steps that need to be taken to complete a card.
A to-do list can help users to stay focused on their goals and avoid procrastination. This feature is particularly helpful for projects that involve multiple tasks and team members who need to stay updated on each other’s progress.
In this article you can learn how to:
Work progress calculation
Each item on the to-do list counts toward the overall progress of the card. The percentage of completed items is shown as a bold circle in the list header.
Completion of to-do list tasks also affects the overall progress of the card, to the same extent as the completion of sub-cards.
Go to the Work Progress Calculation article for more.
Create a to-do list
- Open a space.
- Enter a card.
- Click on the +Add element button.
- Select
To-do list. - Change its default name to a new one (optional).
- Select Add.
Add items
- To add new items to your to-do list, simply write down all the positions separated by Enter.
- Click on Add to finish.
- Confirm if you want to create multiple items.
Remove items
- Hover over an item and select the three-dot menu button.
- Choose Remove.
Assign users to items
Use @mentions to assign a user to a specific item on a to-do list. You can do it by typing @ and the name of the user or by dragging the user’s avatar and dropping it on an item.
- Drag a specific user’s avatar.
- Drop it on an item you want to be assigned to the user.
Convert an item into a card
- Hover over an item and select the three-dot menu button.
- Choose Convert to card.
Now choose a space (start typing its name or select it from the drop-down menu) and a list you would like to add this newly created card to.
Convert an item into a subcard (child card)
- Hover over an item and select the three-dots menu button.
- Choose Convert to child card.
Now choose a space (start typing its name or select it from the drop-down menu) and a list you would like to add this newly created card to.
Covert a to-do list into child card group
You can convert the entire to-do list into a child card group. In this case, a new child card group will be created with the same name. You can choose a destination space and list where these child cards will be created. to-do items will become child cards in this group.
- Click on the three-dot menu button on the top right corner of the to-do list.
- Select Convert to child card group.
Remove a to-do list
- Click on the three-dot menu button on the top right corner of the to-do list.
- Select Remove.
FAQ
How can I split a card into smaller tasks?
You can make a to-do list with specific steps to follow or create a child card group with new cards relating to smaller tasks.
Can I appoint a user to perform particular task in the card?
Yes, we can assign users to cards and child cards as card users (Co-Workers and Responsible Person) but we can also assign users to a specific item on a to-do list using mentions.
How can I track the work progress of a card?
Yes, KanBo provides automatic work progress calculation using the card elements like to-do lists and child card groups.
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