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Create and use subtasks

Use the checklist field to create subtasks

Section titled “Use the checklist field to create subtasks”

The Checklist form field type breaks down any task into smaller, trackable subtasks. It’s perfect when a single step has multiple actions that need tracking.

When you add a Checklist field to a task:

  • You create a list of checkable items within the parent task
  • Users check off each item as they go
  • You control the completion rule - no validation, at least one item, or all items checked

How do I create checklist subtasks in a template?

Section titled “How do I create checklist subtasks in a template?”
  1. Open your template in Edit mode.
  2. Click the step where you want to add the checklist.
  3. Go to the Form Fields tab in the step settings panel.
  4. Click Add a field.
  5. Name the field (e.g., “Preparation Checklist”).
  6. Choose Checklist as the field type.
  7. Add each subtask as a separate option using the Add Another Option button.
  8. Select a completion rule (see below).
  9. (Optional) Pre-check items that should be checked by default. See Set default content for form fields for details.
  10. Click Save.

How do checklist completion rules work?

Section titled “How do checklist completion rules work?”

Tallyfy gives you three options for when a checklist counts as complete:

  • No validation: The checklist doesn’t block task completion. Users can check items optionally.
  • At least one item must be checked: The task can’t be completed until at least one box is checked. Good when you’re offering choices.
  • All items must be checked: Every single box must be checked. Use this when all subtasks are mandatory.

How do I complete checklist subtasks when running a process?

Section titled “How do I complete checklist subtasks when running a process?”
  1. Open the task.
  2. The checklist appears in the form fields section.
  3. Check off items as you complete them.
  4. Once you’ve met the completion rule, you can complete the parent task - assuming you’ve also filled out any other required fields.
Completing checklist subtasks in a Tallyfy task

Best practices for checklists

Section titled “Best practices for checklists”
  • Be specific: Each item should spell out exactly what needs doing
  • Keep it manageable: 3-7 items per checklist works best
  • Start with action verbs: “Verify ID”, “Upload document” - not “ID verification needed”
  • Order matters: Put items in the sequence people will actually do them
  • Pick the right rule: Think about whether you need everything checked or just some items
  • Add guidance text: A brief description helps people understand what’s expected

Example checklists

Section titled “Example checklists”

QA Check:

- Check spelling
- Verify links
- Test on mobile

Onboarding:

- Send welcome pack
- Schedule intro meeting
- Grant system access
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