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 Team 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. 

Your Items

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 and your team 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 also view all the assigned checklist items on your board via the board’s Calendar Power-Up.   

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.

What else?

  • 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.

FAQ

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 team. Advanced Checklists are only available on boards within your Business Class and Enterprise teams, and can only be set by a team 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.

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!