Docsā€ŗāœ… Checklist›Checklist Overview

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 — all in the context of the issue you're working on.

What it's for

Use caseExample
Sprint task breakdownThe individual steps to deliver a story, each with an assignee and due date
Deployment checklistOrdered pre-flight steps with owners before going to production
Action items from a meetingCapture what was decided and who needs to do it before the next standup
Review checklistDesign review, code review, or acceptance criteria checklist
Personal to-do listSet the sheet to Private for your own working tasks

Key capabilities

FeatureDetails
CheckboxesMark items complete with a single click; completed items are visually struck through
Due datesSet a date (and optional time) on any item
Overdue indicatorsPast-due items are highlighted in red automatically
PrioritiesHigh, Medium, or Low — colour-coded dot on each item
AssigneesAssign any item to a Jira instance member
Filter and sortFocus 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

  1. Click + in the WorkHub tab bar
  2. Select āœ… Checklist
  3. Name the sheet (e.g., Action Items)
  4. Set privacy to Public or Private
  5. Click Create

Tip: You can have multiple Checklist sheets on the same issue — for example, one for sprint tasks and one for the deployment checklist. Each is a separate tab.