Tasks > Complete or reopen tasks
Create and use subtasks
You know how some tasks have multiple moving parts? That’s where the Checklist form field type comes in handy. It lets you break down any task into smaller, trackable subtasks. Perfect for when you need to keep tabs on several related actions within a single step.
When you add a Checklist field to a task:
- You create a list of items that belong to the parent task
- Users check off each item as they go
- You decide the rules - does someone need to check all items or just some?
- Open your template in Edit mode.
- Click the step where you want to add the checklist.
- Go to the Form Fields tab in the settings panel (usually right).
- Click Add field.
- Name the field (e.g., “Preparation Checklist”).
- Choose Checklist as the field type.
- In the Options box, type each subtask on its own line.
- Choose a Validation rule (see below).
- (Optional) Pre-check items that should be checked by default. See Set default content for form fields for more details about default selections.
- Click Save.
Here’s the thing - you need to tell Tallyfy when a checklist is actually complete. You’ve got two options:
- Require ‘at least one’ item: The checklist counts as done when at least one box gets checked. Great for when you’re offering options or only need one action completed.
- Require ‘all items’: Every single box must be checked. Use this when all subtasks are non-negotiable.
Pick whichever matches your workflow.
Working through a checklist? Simple:
- Open the task.
- The checklist appears in the form fields.
- Check off items as you complete them.
- Once you meet the validation rule (either ‘at least one’ or ‘all items’ checked), you can complete the parent task - assuming you’ve filled out any other required fields too.

Want your checklists to actually work? Here’s what we’ve learned:
- Be crystal clear: Each item should spell out exactly what needs doing
- Keep it manageable: 3-7 items per checklist hits the sweet spot (trust me on this)
- Start with action verbs: “Verify ID”, “Upload document” - not “ID verification needed”
- Think about sequence: Put items in the order people will actually do them
- Validation matters: Really think about whether you need everything checked or just some items
- Don’t skip the guidance text: A little extra context never hurt anyone
QA Check:
- Check spelling- Verify links- Test on mobile
Onboarding:
- Send welcome pack- Schedule intro meeting- Grant system access
Checklists might seem simple, but they’re incredibly effective at keeping work organized. You’ll catch those small-but-important steps that often slip through the cracks. The result? Better task management and fewer “oops, I forgot” moments.
How To > Automatically track and run complex approval workflows
How To > Build effective forms
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