Setting Checklist preferences

You can set your preferences for Checklists displayed on My board.

About this task

To set Checklist preferences, complete the following steps:


  1. On the Checklist page, click Checklist preference.
    The Checklist preference side panel appears.
  2. You can perform the following actions on the Checklist section:
    1. Place the cursor in the Search for checklist field, type the Checklist name and click the search icon.
    2. If you do not see any results, change the default filter to one of the following options:
      • Created by me
      • Editable
      • Viewable
    3. If required, you can also change the sorting options from the list.
  3. Drag-and-drop Checklists from the Checklist section to the My board section.
    • You cannot drag-and-drop Checklists, if it displays the message Already added on My board in the Checklist.
    • My board section accommodates only 10 Checklists at a time. You can drag-and-drop Checklists only if the number of Checklists is lesser than 10. If there are already 10 Checklists, you must delete the required number of Checklists you wish to add, before performing the drag-and-drop action. See Step 4 for removing Checklists from My board.
  4. You can perform the following actions on the My board section:
    1. Select succeeding the Checklist to view Checklist information. For more details, see Viewing Checklists and Checklist info.
    2. Select to delete individual Checklists from My board.
    3. Select the checkbox preceeding the Checklists and click Remove from board to remove multiple Checklists from the board.