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To-do Lists

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In this article:

Overview

To-do lists are 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.

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.

Take advantage of KanBo’s capabilities and enhance your to-do lists with text formatting and assigning users. Learn how to convert a to-do list into a subcard group.

Creating to-do lists

To create a to-do list:

  1. Open a space.
  2. Enter a card.
  3. On the card Content tab, select the + Add element button.
  4. Select  To-do list.
  5. Change its default name to a new one (optional).
  6. Select Add.

Adding to-list items

To add a to-do list item:

  1. On the to-do list, select + Add item.
  2. Enter the contents of the list item.
  3. Select Add.

You can input all items in one step by separating them with enters.

Assigning users to to-do list items

Use @mentions to assign a user to a specific item on a to-do list. You can do it two ways.

To mention a user in a to-do list item:

  • Drag a specific user’s avatar and move it to a to-do list item, and then select Mention user.

OR

  • Select a to-do list item to open it for edition, and then type “@” and the user name.

You don’t have to type in the whole username, you can select it from the list of users that appears when you type “@”.

The users who are assigned to the to-do list items automatically become card users.

Converting to-do list items into cards

To-do list items can be converted into regular cards or subcards of the card containing the to-do list.

To convert a to-do list item into a card:

  1. On a to-do list, hover over a to-do list item, and select More (the three-dot menu).
  2. Select Convert to card.
  3. Select the space and status where you want to add the newly created card.
  4. Select Convert to card.

To convert a to-do list item into a subcard:

  1. On a to-do list, hover over a to-do list item, and select More (the three-dot menu).
  2. Select Convert to subcard.
  3. Select the space, and card status for the new card.
  4. Select Convert to subcard.

The card containing the to-do list will become the parent card for the newly created subcard.

If a user is mentioned (@Name) on a converted to-do list item, this user will be assigned as the responsible person for the newly created card. If there are many users assigned to a to-do list item, the first one will become the person responsible, and other users will become co-workers. 

Converting to-do lists into subcard groups

You can convert the entire to-do list into a subcard group. In this case, a new subcard group will be created with the same name as the to-do list. To-do list items will become subcards.

To convert a to-do list into a subcard group:

  1. On a to-do list, go to More (the three-dot menu), and then select  Convert to subcard group.
  2. Select the space, card status, and card template for new cards.
  3. Select Convert to subcard group.

The card that previously held the to-do list will become the parent card for the newly created subcards.

Renaming to-do lists

To rename a to-do list:

  1. On the to-do list, select its name.
  2. Enter a new name, and then select Save.

Removing to-do list items

To remove a to-do list item:

  1. On the to-do list, hover over an item, and go to More (the three-dot menu).
  2. Select Remove.

Deleting to-do lists

To delete a to-do list:

  1. On a to-do list, go to More (the three-dot menu), and than select Remove.
  2. Confirm the action with the Remove button.

FAQ

You can make a to-do list with specific steps to follow or create a subcard group with new cards relating to smaller tasks.

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.

Yes, KanBo provides automatic work progress calculation using the card elements like to-do lists and child card groups.

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