Jira
monday.com
With Smart Checklist you can
Add detailed checklists to items and subitems
Create and manage templates across all boards
Automatically
add and update checklists
Keep track of checklist progress from the board
User-friendly checklists
to speed up your performance
How different teams
use checklist
templates
IT and Engineering
Keep the team’s standards high with explicitly described processes and requirements from day one.
Product and Management
Automate routine tasks and allow your Management team to concentrate on what matters most - things that move projects further.
HR and Recruiting
Boost hiring, minimize mismatches and enhance the overall team experience with transparent HR processes, clear expectations, and predictable workflows.
Marketing
Turn your Marketing tasks into clear step-by-step action plans. Create your own checklists, save them as templates to streamline regular activities.
Finance
Forget about overdue payments and missed tax declaration. Enhance all financial processes with clear, step-by-step action plans no one can mess up.
IT and Engineering
Keep the team’s standards high with explicitly described processes and requirements from day one.
Product and Management
Automate routine tasks and allow your Management team to concentrate on what matters most - things that move projects further.
HR and Recruiting
Boost hiring, minimize mismatches and enhance the overall team experience with transparent HR processes, clear expectations, and predictable workflows.
Marketing
Turn your Marketing tasks into clear step-by-step action plans. Create your own checklists, save them as templates to streamline regular activities.
Finance
Forget about overdue payments and missed tax declaration. Enhance all financial processes with clear, step-by-step action plans no one can mess up.
Various checklist automation scenarios
to save your time
Add checklist automatically based on your triggers.
Update item status based on checklist completion.
Board Checklist view to grasp the tasks progress
Checklist summary column is shown on the board once you added checklist to monday.com. It demonstrates progress of tasks with checklists in Items and Subitems
Equip your team with Smart Checklist to get tasks done
More Smart Tools - Less Manual Work
Use saved templates across all projects
Learn more
Frequently Asked Questions 🤔
Haven't found an answer? Try our blog or ask us directly via email
Smart Checklist is an app that helps teams organize their work with clear ToDo lists.
The default checklist in Monday allows users to add checklists to updates.
Smart Checklist lets you create clear ToDo lists inside monday.com items and subitems.
A separate checklist column makes the progress on an item visible from a board.
You can also save checklists as templates and reuse them for recurring processes like onboarding.
Lastly, Smart Checklist allows you to use checklists in automations.
A checklist is best used when you need to standardize some processes or enforce certain steps in your workflows.
For example, technical teams often use Smart Checklist for the Definition of Done, Acceptance Criteria, Code Review, or Security Compliance checklists.
Support teams use checklists for standardized questionnaires for user requests.
HR teams use onboarding and offboarding checklists.
Finance teams benefit from tax preparation, budget audit, and compliance checklists.
Marketers often rely on checklists for SEO audits, content creation, and campaign planning.
Yes, you can save checklists and reuse them as templates for recurring processes.
Yes, you can add a checklist using monday.com recipes. This can be used for adding checklists automatically or changing an item’s status based on checklist completion.
Yes, there is a 14 days trial.