Task Lists

Task lists let you create interactive checklists directly in your documents.

Creating a Task List

Using the Toolbar

1. Place your cursor where you want the list
2. Click the Task List (☑️) button in the toolbar
3. Type your first task
4. Press Enter to add more tasks

Using Keyboard Shortcut

• Windows/Linux: Ctrl + Shift + 9
• Mac: Cmd + Shift + 9

Using Markdown

- [ ] Unchecked task
- [x] Completed task
- [ ] Another task

Checking and Unchecking

Click the checkbox to toggle task completion:

• Not started
• Completed

Tasks can be checked/unchecked in both edit and view modes.

Nested Task Lists

Create hierarchical task lists by indenting:

• Main task
  • Subtask 1
  • Subtask 2 (completed)
  • Subtask 3
• Another main task
  • Its subtask

To nest:

1. Press Tab to indent
2. Press Shift + Tab to outdent

Use Cases

Project Planning

• Define requirements
  • Gather stakeholder input
  • Document use cases
  • Prioritize features
• Technical design
  • Write design doc
  • Review with team
• Implementation
  • Phase 1 development
  • Testing
  • Deployment

Code Review Checklist

• Code follows style guide
• Unit tests added
• Documentation updated
• No security vulnerabilities
• Performance considered
• Error handling in place

ADR Decision Checklist

• Context documented
• Options evaluated
• Decision stated clearly
• Consequences listed
• Reviewed by architect

RFC Review Checklist

• Summary is clear
• Motivation explained
• Alternatives considered
• Implementation plan included
• Risks identified
• Sign-offs requested

Launch Checklist

• All tests passing
• Documentation complete
• Monitoring configured
• Alerts set up
• Rollback plan ready
• Stakeholders notified
• Go/no-go decision made

Best Practices

Keep Lists Focused

• Group related tasks together
• Use separate lists for different categories
• Don't make lists too long

Use Clear Task Descriptions

Good:

• Update API documentation for /users endpoint
• Add error handling for authentication failures

Avoid:

• Fix it
• Do the thing

Track Progress

• Check off tasks as you complete them
• Leaves a record of what's done
• Shows progress to collaborators

Combine with Text

Add context around your checklists:

Before Launch

Ensure all items are completed before deploying:

• Code review approved
• QA testing passed
• Load testing completed
• Security review done

Keyboard Shortcuts

Mixing List Types

You can use task lists alongside other list types:

Requirements (numbered for order)

1. User must be able to login
2. Dashboard shows recent documents
3. Documents support sign-offs

Implementation Tasks (checkable)

• Build login form
• Create dashboard API
• Add sign-off workflow

Notes (bullets)

• Consider mobile layout
• Follow existing design patterns
• Check accessibility

Task Lists in Workflows

During Document Creation

Use task lists to track your writing progress:

• Write overview section
• Add technical details
• Include diagrams
• Proofread
• Request reviews

During Review

Reviewers can use task lists for feedback:

• Address performance concerns
• Clarify deployment strategy
• Add error handling section

After Acceptance

Track implementation against the document:

• Implement core feature
• Add tests
• Update monitoring
• Deploy to production