How to create a checklist in ClickUp
Add a named checklist with items to a ClickUp task in a few clicks, so you can track launch steps inside the task instead of in a separate list.
Quick answer
Open the task you want to track, then click Create checklist near the bottom of the task view. Click the default name to rename it, such as Launch checks, and press Enter. Click Add item, type each item, and press Enter. Your checklist appears under Checklists in the task.
Steps at a glance
- Open the task from your list.
- Click Create checklist.
- Click the checklist name and rename it.
- Click Add item and type the first item.
- Add a second item the same way.
- Review the checklist under Checklists.
Interactive demo
Summary
A ClickUp checklist lives inside a task and breaks it into small steps you can tick off. It keeps related to-dos next to the work they belong to, without creating extra tasks.
Step-by-step guide
Step 1
Open the task
Open the list that holds your work and click the task name, for example QA signup flow. The task view opens with its fields, description, and comments.
Step 2
Click Create checklist
Near the bottom of the task view, below Add subtask and Relate items or add dependencies, click Create checklist. A Checklists section appears with a new checklist.
Step 3
Name the checklist
Click the default name, Checklist, to edit it. Type a name such as Launch checks and press Enter.
Step 4
Add the first item
Click Add item inside the checklist, type the first item, for example Test email signup, and press Enter. The item appears with a circle you can tick when it is done.
Step 5
Add a second item
Click Add item again, type the next item, such as Check welcome email, and press Enter. Repeat for as many items as you need.
Step 6
Review the checklist
Look under Checklists to see Launch checks with both items listed. The Checklists header shows how many items are still open.
Why this matters
You have a task like QA signup flow with several small checks that do not deserve their own tasks. A checklist keeps them together, shows progress on the task, and makes sure nothing gets skipped before launch.
Frequently asked questions
Can I rename a checklist after creating it?
Yes. Click the checklist name to edit it, type the new name, and press Enter.
How many items can a checklist hold?
In this capture two items were added, and Add item stayed available below them for more.
Related guides
Continue with more step-by-step guides for getting work done.
How to add subtasks in ClickUpAdd a subtask to any ClickUp task from the task view: open the task, click Add subtask, name it, and save it so the work breaks into smaller steps.
How to create a task in ClickUpLearn how to create a task in ClickUp from a List view: open Add Task, name the task, and save it with Create Task so it appears in your List.
How to access the editor in a ClickUp DocOpen a ClickUp Doc from the sidebar, start writing, use the slash command menu to add a heading, and format selected text with the toolbar.
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