How to create a checklist on Slack?

Checklists are ideal for tasks that have a set of steps that need to be followed and completed. With Workast your team has the option to format a message to have checkboxes that they can check off as they complete them.

To create a checklist

In a channel or direct message, type /checklist and press Enter. A message will be posted in the channel announcing that a new checklist has been created.

Create a checklist

The message has an input where you can enter the items of the checklist. Click on it and add the desired item/s. Anyone in the channel can add items to the checklist as well.

Add an item to a checklist

Once an item has been completed, check the checkbox. Everyone will see the latest version of the checklist.

Check item from checklist

Name your checklist

You can create an unlimited number of checklists per channel. To keep them organized, you can name your checklist if you enter the name after the command like “/checklist Weekly Newsletter”

Custom name checklist

Bookmark a checklist

Keep the checklist accessible to your team by pinning the message of the checklist to the channel or creating a bookmark to the checklist message URL.

To create a bookmark to the checklist message URL.

1

Mouse over the checklist message.

2

Click the ellipses (three dots) and select "Copy link".

3

Click on "+add a bookmark" at the top of the channel and name it. When you click on that bookmark, you will be taken directly to the checklist.

Bookmark a checklist

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