> ## Documentation Index
> Fetch the complete documentation index at: https://usepike.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklists

> Use checklists for subtasks and quick to-dos inside tasks.

# Task Checklists

Checklists provide a quick and efficient way to manage smaller items within your workflow. They're perfect for breaking down larger tasks into actionable items or tracking quick to-dos. Think of checklists as lightweight tasks that you can quickly create, update, and convert to full tasks when needed.

## Getting Started with Checklists

Creating a checklist item is simple and fast. You can add new items from anywhere in the application:

1. Click the **Add** button in the sidebar
2. Select **Checklist Item** from the dropdown menu
3. Fill in the required fields:
   * `Title` (required): A brief description of what needs to be done
   * `Assignee` (optional): Who will be responsible for this item
   * `Due Date` (optional): When this item should be completed

## Understanding Checklist Properties

Checklist items are designed to be simple yet powerful. They inherit many properties from tasks but present them in a more streamlined way. For a complete list of task properties and features, see:

<Card title="Task Overview" icon="link" iconType="solid" href="/tasks/overview">
  View all available task properties and features.
</Card>

Each checklist item comes with these essential properties:

* `Title`: A brief description of the item that clearly states what needs to be done
* `Status`: A simple toggle between completed (✓) and not completed (○) states
* `Assignee`: The person responsible for completing the item
* `Due Date`: The deadline for completing the item
* `Team`: Automatically inherited from your current context
* `Project`: Automatically inherited if you're working within a project

## Managing Your Checklist Items

### Quick Actions for Efficiency

Checklist items are designed for quick management:

* Simply click the checkbox to mark items as complete or incomplete
* Click the item title to quickly edit it
* Hover over any item to reveal a menu of actions:
  * Edit: Modify the item's details
  * Delete: Remove the item when it's no longer needed
  * Convert to Task: Transform the item into a full task

### Converting to Full Tasks

One of the most powerful features of checklist items is their ability to grow with your needs. When a checklist item needs more detail or collaboration, you can seamlessly convert it to a full task:

1. Hover over the checklist item
2. Click the "Convert to Task" action
3. The following fields will be automatically filled in the new task:
   * Title (from checklist item)
   * Team (from current context)
   * Project (if created within a project)
   * Due Date (if set in checklist item)
   * Assignee (if set in checklist item)

This conversion process ensures you don't lose any information while gaining access to all the powerful features of full tasks.

<Card title="Task Creation" icon="link" iconType="solid" href="/tasks/create">
  Learn more about creating and managing tasks in Pike.
</Card>

## Best Practices for Using Checklists

Checklists are most effective when used appropriately:

* Use checklist items for quick, actionable items that don't require extensive documentation
* Convert checklist items to tasks when they need:
  * Detailed descriptions
  * Attachments
  * Comment threads
  * Multiple assignees
  * Custom labels or properties