How to use advanced checklists to set due dates and add members to checklist items
Advanced checklists are now part of Business Class and Enterprise Workspace boards!
Advanced checklists allows you to assign a due date and a person to individual checklist items and see all of your assigned checklist items in Your Items.
If you are interested in trying Business Class, you can now do so for free for 14 days. Learn more
Checklist items represent smaller, broken-down items within a larger task. The ability to specify and assign each checklist item increases visibility and, importantly, accountability for who’s doing what, and when. Being able to add even more context to your cards means it’s now easier to than ever to keep your tasks and projects organized in Trello.
The checklist items that have been assigned to you will show up on Home in a section called ‘ Your Items’—making it super simple for you to keep an eye on assigned tasks across your Trello boards.
To navigate to ‘Your Items’ within Trello, click the Home icon in the top left corner, then go to the Home tab in the left-hand navigation. There you will be able to view all of the checklist items assigned to you across all your boards, in order by due date.
Checklist due dates
Have multiple due dates on a checklist? You can view the fastest approaching due date across all checklist items on the card front.
Checklist items on the Calendar
You can view all of your checklist items that have dates assigned to them via the board's Calendar
Butler automation for advanced checklists
Advanced checklist items can also be synced using Butler, Trello’s automation functionality.
You can use Butler with advanced checklists to:
- Automatically assign an item to a member.
- Automatically set a due date to an item.
So some example use cases might be:
- Rules: you will be able to automatically assign and set deadlines in response to a new item being added to a checklist.
- Card buttons: you will be able to create a button that adds an item to a checklists and assigns it and/or sets its due date.
- When converting an item to a card, the due date and assigned member will be automatically assigned to the newly created card.
- You can also use assign people and dates to checklist items with Card Templates.
I don’t see the ability to assign people and dates to my checklist items. Make sure the board is inside a Business Class or Enterprise Workspace. Advanced checklists are only available on boards within your Business Class and Enterprise Workspaces, and can only be set by a Workspace member. If you are interested in trying Business Class, you can now do so for free for 14 days. Learn more
Why can’t I assign more than one person to a checklist item? You can only assign one person to an advanced checklist item. Advanced checklists are more about accountability and finer granularity. If multiple people are assigned, there’s less accountability and more confusion about who’s supposed to be doing what. If more than one person need to do a particular task we suggest creating separate checklist items for each individual. That way, every person will see the task in ‘Your Items’ and can mark their contributions complete when they’re done!
Will I get notifications? At this time you will not see reminders about your assigned checklist items in the notifications tab, only in the ‘Your Items’ view on the Home screen. However we are still collecting feedback within Trello, and would love to hear from you.
Can I add Guests to checklist items? Yes!
How can I provide feedback about advanced checklists? You’ll find feedback links within your Trello boards in the assignment menus and within ‘Your Items’. We hope you’ll explore this new feature and leave us feedback along the way!