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Use checklists, comments and files on a task

Keep the smaller steps, the discussion and the supporting files with the task, and follow its history.

Before you start: Checklists, comments, files and time are available once a task has been saved.

1Open the task

On the project board or list, click a task to open it. Cards show the priority, due date, assignees and checklist progress, such as 2/4 checklist. The task sheet remembers the tab you pick (Checklist, Comments, Time and so on) and reopens on it for the next task.

Scalar360 screen: Open the task — Numbered outlines show what to click, in order.

2Break the work into a checklist

Open the Checklist tab, type a step in Add checklist item and choose +. Tick the box when a step is done, click its text to rename it, or move it up and down with the arrows.

Scalar360 screen: Break the work into a checklist — Numbered outlines show what to click, in order.

3Discuss the task in comments

Open Comments, write your note and choose Comment. Click a person's name, such as @Anjali, to mention them so they're notified.

Scalar360 screen: Discuss the task in comments — Numbered outlines show what to click, in order.

4Attach files

Open Files and choose Upload attachment to add a drawing, quote or photo. Each file can be up to 10 MB.

Scalar360 screen: Attach files — Numbered outlines show what to click, in order.

5Follow the task and its history

Open Activity to see who changed what and when. Choose Watch to follow the task — the button shows Unwatch when you're already following it.

Scalar360 screen: Follow the task and its history — Numbered outlines show what to click, in order.

Add a task, assign it and set a due dateBreak the project into tasks, each with a stage, priority, dates and the people doing the work.Log time and invoice a projectRecord the hours spent on each task, link the project to a customer and turn unbilled time into an invoice.

Still stuck? Contact our support team — or start a free trial to try this in your own company.