How to Assign Checklist Items in Google Docs

Configurare noua (How To)

Situatie

Ready to start delegating? Google implemented the checklist feature in Google Docs as an easy way to manage tasks in your document. To go with it, you now have the ability to assign items on your checklist. When you collaborate with others in Google Docs, you can make sure that everyone does their part. Create a checklist of tasks or duties, assign them to the appropriate team members, and even include due dates

Note: The feature is available to Google Workspace and legacy G Suite Basic and Business customers. It is not available to those with personal Google accounts.

Solutie

Just like using a numbered or bulleted list in Google Docs, a checklist works basically the same way. You can choose the list type and enter your list items or select existing text and apply the checklist.

To start a checklist, select the Checklist button in the toolbar or Format > Bullets & Numbering > Checklist in the menu.

Checklist button in the toolbar

You’ll see your first checkbox added and ready for your first list item. Type the list item, press Enter or Return, and type the next item until your list is complete.

Add checklist items

Alternatively, if you already have your items in the document, you can turn them into a checklist. Select the text containing the items you want in the list.

Select text for a checklist

Click the Checklist button in the toolbar or select Format > Bullets & Numbering > Checklist in the menu.

Checklist button in the toolbar

You’ll then have your checklist and can start assigning items.

Assign Checklist Items

Once you have a checklist set up in Google Docs, assigning items is easy. Place your cursor on the list item you want to assign or hover your cursor to the left of the checkbox. Then, click the Assign as a Task icon that appears on the left.

Select the Assignee field and choose a contact from the list. If you haven’t shared the document with your assignee yet, you’ll be prompted to do so when you assign the item.

Assignee for a task

Due date for a task

Select “Assign as a Task” when you finish.

Assign a Task button

You’ll see the person’s Google icon or profile image display next to the checklist item.

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