---
title: ✓ Getting started with a checklist
description: "The primary purpose of a checklist is to manage and track checklist items (think of them as “tasks”). A checklist is organized into **Checklist > Tabs > Sections > Items** ![](https://support.appbox.ai/wp-content/uploads/2020/11/image-7-1024x385.png) To get started, add a new tab (think of…"
url: "https://support.appbox.ai/docs/checklist-for-jira-cloud/checklist/items/"
updated: "2021-02-01"
category: Checklist
---

# ✓ Getting started with a checklist

The primary purpose of a checklist is to manage and track checklist items (think of them as “tasks”).

A checklist is organized into **Checklist > Tabs > Sections > Items**

![](https://support.appbox.ai/wp-content/uploads/2020/11/image-7-1024x385.png)

To get started, add a new tab (think of this as a topic or category), a new section, will automatically get added, you can later rename your tabs and sections.

## Add a new item

- Click the **+ Add a new item** link at the bottom of a section.
- Enter your item summary in the text box and hit “Enter”
- Additional attributes of an item you can set:
- ***Mark Done** - check items that are done, items once checked will change their status to “Completed”, Items unchecked back will change the status to “To Do”*
- ***Status Code**- you can indicate the status of an item using a color-coded status code.*
- ***Description** - add additional details on the item.*
- ***Mark Mandatory** - indicate items that are “mandatory” using the mark mandatory star system⭐*

## Edit an item

- Simply click on the item to edit it.
- Similarly, you can also edit the status, description, and status code of an existing item.

## Reorder items

- You can move items Up/Down to organize your list better.
- Use the Hamburger icon ☰ on the left of an item to drag it around.

## Add a description to an item

- A description can be used to add additional details to your items.
- Click on an item’s description to add/ update it.

## Delete an item

You can delete an item using the delete action (the bin icon).

- Hover over an item and a delete action will appear on the right.
- Click the delete icon to remove an item.

## Hide/ Unhide completed items

- Click the 'Hide Done' checkbox' on the top right corner of your checklist.

## Mark an item mandatory

Items that are must to have can be marked mandatory.

- Click the star icon on the left of an item to indicate a mandatory item.

**Note**- If you are using a checklist inside a Jira ticket, you can use the workflow transition to disallow a ticket resolution until all mandatory items are marked done.

## Search within a checklist

The top-level search box lets you search everywhere on your checklist. You can search across tabs and sections using the search text.

- Searchbox is available on the top left corner of a checklist.
- Enter the text you want to search and hit enter.
- Until you clear your search, the checklist will continue to “filter” items based on the search text.
- You can clear your search by clearing the search text or using the 'X' icon inside the search box.

## Reset or Delete a checklist

You can delete all checklist tabs, sections and items by resetting it to blank.

- At the top right of your checklist, open the Hamburger Menu ☰
- Click 'Reset this checklist.

**Note** - Resetting a checklist will delete all data for the current checklist. This operation is irreversible.

Reset a checklist

> Checklist for Jira Cloud uses the following hierarchy
>
>
>
> **Checklist > Tabs > Sections > Items**