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Create Checklists in Notes

Break down complex tasks into manageable steps using checklists within your task notes.

Overview​

Checklists help you track subtasks within a larger task without creating multiple separate items. They're perfect for tracking steps in a process, requirements for a project, or items to remember.

Creating a Checklist​

  1. Open any task in Nirvana
  2. Add a note or edit an existing note
  3. Create your checklist items using standard markdown checkbox syntax:
- [ ] First step
- [ ] Second step
- [ ] Third step

Using Checklists​

  • Check off items as you complete them
  • Reorder steps by editing the note
  • Add details next to each checkbox item
  • Mix text and checkboxes in the same note

Tips​

  • Use checklists for tasks with 3-10 steps
  • For larger processes, consider creating a full project instead
  • Checklists are great for templates and recurring procedures
  • Add time estimates or specific details next to each checkbox

When to Use Projects vs. Checklists​

Use Checklists when:

  • Steps are simple and sequential
  • You don't need to assign different contexts or time to each step
  • The overall task is the focus, not individual steps

Use Projects when:

  • Steps are complex enough to be full tasks
  • Different steps need different contexts, times, or tags
  • You want to see steps in your Next Action list
  • Steps might be delegated to others