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

# Use checklists to track your work

> Add checklists to Gorelo tickets to track your work, assign items to teammates, set due dates, and keep complex projects consistent from start to finish.

## Create and use checklists

1. Navigate to a ticket
2. Click the **+** button in the timeline tab and add a **Checklist**

<Frame>
  <img src="https://mintcdn.com/gorelo/l-jGJLONuQUhIl7x/images/image-22.png?fit=max&auto=format&n=l-jGJLONuQUhIl7x&q=85&s=d4e05fe1ee032d154b3613d73fd89977" alt="Image" width="709" height="360" data-path="images/image-22.png" />
</Frame>

1. Modify the name (optional) and click Save
2. You can now add checklist items:
   * Put your cursor in the **Name** field and type something, e.g., Order hardware
   * **Assign** someone and set a **due date** (both optional)
   * Click the ✔️ button to add (or press Enter if your cursor is still in the Name field)

     <Frame>
       <img src="https://mintcdn.com/gorelo/l-jGJLONuQUhIl7x/images/image-23.png?fit=max&auto=format&n=l-jGJLONuQUhIl7x&q=85&s=91255dab4adad356e70c1fad7eb1a2c9" alt="Image" width="1052" height="225" data-path="images/image-23.png" />
     </Frame>

<Tip>
  Tips!

  * Use the tick box to complete items (on the far left)
  * Use the grabby icon to rearrange items (on the far left)
  * Use Tab to indent items
  * Type // in the name field to embed items
  * Toggle ‘Incomplete Only’ to view only incomplete items (top-right)
  * Toggle ‘Assigned to me’ to view only items assigned to you (top-right)
</Tip>

## Create a checklist template

1. Create a checklist (as per above) that you would like to save as a template
2. Click the 💾 button (top-right) to save as a template
   * **Name**: this is the name of the checklist template and it can be changed later, e.g., New Computer Setup
   * **Visibility**: this determines who can see and use this template
     * Public = everyone
     * Private = only you
     * Shortcut = only visible via Ticket Shortcuts
   * Click **Save**

## Use and edit checklist templates

1. Create or navigate to an existing ticket
2. Click the **+** button in the timeline tab and add a **Checklist**

   <Frame>
     <img src="https://mintcdn.com/gorelo/l-jGJLONuQUhIl7x/images/image-25.png?fit=max&auto=format&n=l-jGJLONuQUhIl7x&q=85&s=33cf80698f68703bb042134b43f48780" alt="Image" width="709" height="360" data-path="images/image-25.png" />
   </Frame>
3. From the Template dropdown, select the appropriate template
4. Use the **Edit** and **Delete** icons on the right

   <Frame>
     <img src="https://mintcdn.com/gorelo/l-jGJLONuQUhIl7x/images/image-27.png?fit=max&auto=format&n=l-jGJLONuQUhIl7x&q=85&s=fd2ce99fbbf378c9f28dfc15a2d6c465" alt="Image" width="518" height="303" data-path="images/image-27.png" />
   </Frame>
5. Checklist templates can be edited in many ways
   * Name can be changed
   * Order can be changed
   * Items can be added/removed
   * Assignees can be added/removed
   * Relative due dates can be set, e.g., 7 days would mean the item is due 7 days after the checklist template was added to the ticket