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monday.commonday.com
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Smart Checklist
for monday.com

Create ToDo lists to organize your work. Save checklists as templates to streamline recurring tasks.

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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

click to see example

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Headers  and  block separators

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Text Formatting

Dates

Dates

User Mentions

User Mentions

Links and Images

Links and Images

Markdown editor

Markdown editor
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Text Formatting
Dates
User Mentions
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Markdown editor
speed up your performance

How different teams
use checklist
templates

IT | Engineering

IT and Engineering

Keep the team’s standards high with an explicitly described processes and requirements from the day one.

item.title

Product | Management

Product and Management

Automate routine tasks and allow your Management team to concentrate on what matters most - things that move projects further.

item.title

HR | Recruiting

HR and Recruiting

Boost hiring, minimize mismatches and enhance the overall team experience with transparent HR processes, clear expectations, and predictable workflows.

item.title

Marketing

Marketing

Turn your Marketing tasks into clear step-by-step action plans. Create your own checklists, save them as templates to streamline regular activities.

item.title

Finance

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.

item.title
IT | Engineering
Product | Management
HR | Recruiting
Marketing
Finance

IT and Engineering

Keep the team’s standards high with an explicitly described processes and requirements from the day one.

IT | Engineering

Product and Management

Automate routine tasks and allow your Management team to concentrate on what matters most - things that move projects further.

Product | Management

HR and Recruiting

Boost hiring, minimize mismatches and enhance the overall team experience with transparent HR processes, clear expectations, and predictable workflows.

HR | Recruiting

Marketing

Turn your Marketing tasks into clear step-by-step action plans. Create your own checklists, save them as templates to streamline regular activities.

Marketing

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.

Finance
Achieve Your Goal

Various checklist automation scenarios to save your time

Add checklist automatically based on your triggers.

Update item status based on checklist completion.

Get task done

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

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Frequently Asked Questions 🤔

Haven't found an answer? Try our blog or ask us directly via email

What is Smart Checklist for monday.com?

Smart Checklist is an app that helps teams organize their work with clear ToDo lists.

How is Smart Checklist different from the default checklist in monday.com?

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.

Which teams can benefit from having Smart Checklist?

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.

Can I automate processes with checklists?

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.

Can I try Smart Checklist for free?

Yes, there is a 14 days trial.

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