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ToDo Lists

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A ToDo list is a way of keeping track of smaller items within a card. You can use it a checklist of steps which have to be performed in order to complete a Card.

We have discontinued keeping Task lists in KanBo 2.7. Read more here.

Create a ToDo list

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

Add ToDo items

To add new items to your ToDo list, click on +Add item under the ToDo list. After you type your ToDo item name, press on Add.

Tip: You can use rich text in to do items.

Remove ToDo items

Hover your cursor over an ToDo item and select 

button.

Now select Remove.

Mark ToDo items as complete

Click on the 

button to mark your ToDo item as complete.

Convert ToDo item to card

Hover your cursor over an item and select 

button.

Now select Convert to card.


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

Convert a ToDo item to Child card

Hover your cursor over an item and select 

button.

Now select Convert to Child card.

Tip:

When you move a user’s avatar into ToDo items, you now will be able to choose if you would like to mention user or convert this ToDo item into a Child card

Tip:

If there are any Card templates available in a board, you can choose a template to be used while creating child cards or cards out of todo list.

Tip:

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

Covert ToDo list into a 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.

When a ToDo list is empty, you cannot convert it into a Child card group.

Move ToDo lists and items

You can move the order of many ToDo lists using Drag&Drop. You can do the same to change order of items within one ToDo list.

Remove a ToDo list

To remove a Todo list, select button and then select Remove.



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