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ToDo Lists

ToDo list is one of the Card Elements. It is a way of keeping track of smaller items within a card. You can use it as a checklist of steps that have to be performed in order to complete a card.

Create ToDo list

  1. To create a new ToDo list, click on +Add element.
  2. Now select Todo list.
  3. You can change its default name to a new one and select Add.

Add SubItems

  1. To add new items to your ToDo list, simple write down all the position separated with enter.
  2. Press on Add to finish.
  3. Confirm if you want to create multiple items.

Remove SubItem

  1. Hover over a SubItem and select more button.
  2. Choose Remove.

Assign users to SubItems

Use @mentions to assign user to a specific SubItem on a ToDo list. You can do it by typing @ and the name of the user or by dragging user’s avatar and dropping it on a SubItem.

  1. Drag a specific user’s avatar.
  2. Drop it on a SubItem you want to be assigned to the user.

Convert SubItem into card

  1. Hover over an SubItem and select more button.
  2. Choose Convert to card.

Now choose a Board (start typing its name or select it from drop down menu) and a list you would like to add this newly created card to.

Convert SubItem into SubCard (child card)

  1. Hover over an SubItem and select more button.
  2. Choose Convert to child card.

Now choose a Board (start typing its name or select it from drop down menu) and a list you would like to add this newly created card to.

If a person is mentioned (@Name) in a SubItem and you convert this item into a card or child card, this person will be assigned as the responsible person. If there are many users assigned to a ToDo item, the first one will be assigned as the person responsible and other users will become co-workers. 

Covert ToDo list into child card group

You can convert entire ToDo list into a child card group. In this case a new child card group will be created with the same name. You can chose a destination Board and list where these child cards will be created. ToDo items will become child cards in this group.

  1. Press on more button on the top right corner of ToDo list.
  2. Select Convert to child card group.

Remove ToDo list

  1. Press on more button on the top right corner of ToDo list.
  2. Select Remove.

FAQ

You can make a ToDo list with specific steps to follow or create child card group with new cards relating to smaller tasks.

Yes, we can assign users to cards and child cards as members (co-workers and responsible person) but we can also assign users to a specific SubItem on a ToDo list using mentions.

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

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