Checklist Overview
The Checklist sheet is a purpose-built task list that lives inside a Jira issue. It gives you checkboxes, due dates, priorities, assignees, reminders, and Jira subtask creation ā all in the context of the issue you're working on.
What it's for
| Use case | Example |
|---|---|
| Sprint task breakdown | The individual steps to deliver a story, each with an assignee and due date |
| Deployment checklist | Ordered pre-flight steps with owners before going to production |
| Action items from a meeting | Capture what was decided and who needs to do it before the next standup |
| Review checklist | Design review, code review, or acceptance criteria checklist |
| Personal to-do list | Set the sheet to Private for your own working tasks |
Key capabilities
| Feature | Details |
|---|---|
| Checkboxes | Mark items complete with a single click; completed items are visually struck through |
| Due dates | Set a date (and optional time) on any item |
| Overdue indicators | Past-due items are highlighted in red automatically |
| Priorities | High, Medium, or Low ā colour-coded dot on each item |
| Assignees | Assign any item to a Jira instance member |
| Filter and sort | Focus on incomplete items, high-priority items, or your own assignments |
Checklist vs. Data Grid
Use a Checklist when items have a completion state and a fixed schema (text, due date, priority, assignee). Use a Data Grid when you need fully custom columns or want to sync values to Jira fields.
Creating a Checklist sheet
- Click + in the WorkHub tab bar
- Select ā Checklist
- Name the sheet (e.g., Action Items)
- Set privacy to Public or Private
- Click Create
Tip: You can have multiple Checklist sheets on the same issue ā for example, one for sprint tasks and one for the deployment checklist. Each is a separate tab.