We are doing our best to present the more or less full reference to the Checkvist user interface and functionality. Any comments or suggestions are always welcome at kirsa@checkvist.com

Keyboard shortcuts

Working with tasks

Enter (Alt+Enter)	Add a task below (above) the selected one
Shift + Enter	Add a subtask (New line in the editing mode).
Space	Complete (or reopen) the selected task
Shift + Space	Invalidate the selected task
F2 or ee or double click	Edit the selected task
Del	Delete the selected task
Ctrl+Z	Undo deletion. (You can also type "undo" or "uu")
nn	View notes attached to a task. Press 'nn' again to add a new note. (Hide notes by pressing ESC)
hold down Shift	To drag and drop tasks
Ctrl + Up or Down arrow	Move task up or down
Ctrl + Left or Right arrow	Change nesting level
Ctrl+C, Ctrl+V, Ctrl+D	Copy, paste or duplicate selected task or a whole branch (paste works in the same or another checklist)
1, 2, 3 or 0	Mark task with red, blue or green color (open the toolbar dialog to set background or font color). To mark with background color, you can use Shift modifier.

Working with checklist (general)

Double click checklist name	Edit checklist name
Up or Down arrow keys	Navigate up or down the checklist
Left or Right arrow keys	Collapse or expand a node
Ctrl + Shift + Right arrow	Expand all tasks
Ctrl + Shift + Left arrow	Collapse all tasks
Ctrl + Alt + .	Expand all nested items in a selected branch
Ctrl + Alt + ,	Collapse all nested items in a selected branch
hold down Ctrl	To view details (Who and when changed or added a task)
hc	Toggle visibility of completed and invalidated tasks
oo	Show the View Options dialog (To change visibility settings for details, completed tasks and hints)

Navigating through user interface

ll	Open the Checklists pop-up in the main navigation
hh	Go to the homepage with the list of all your checklists

Create, delete or archive a checklist

New checklist: you can create an unlimited number of lists. On the homepage click the Create new checklist link, enter the checklist name, press Enter - and here you go.
Create new checklist from any page: open the Checklist pop-up window in the top navigation bar and click the Create new checklist link. For those loving speed and keyboard convenience: open the Checklists pop-up by pressing ll and use arrow keys to navigate up and down the list.

Delete or archive: on the homepage you can delete or archive one or several checklists. Select corresponding checkboxes and press Delete (or Archive) button below. You can also delete or archive a checklist right on its own page. To do this, mouse over the checklist name. You'll see a large X on the right. Click it to delete or archive this very checklist. One step undo works for both archiving and deleting.

For shared checklists that you do not "own", you'll see Unshare instead of Delete. It means that other people will continue working with this checklist. You, so to say, delete it for yourself.

Edit a checklist name: to edit a checklist name, simply double click it on that checklist page. After the title has been changed, press Save or hit the Enter key. To exit editing mode, click outside the textfield or press ESC.

Working with tasks

Our tool is all about creating a list of tasks (ideas, items, messages, quotations, <insert your term>): quickly, easily, concentrating on your thoughts and ideas, not on the UI controls. So we tried to make the interaction as simple and intuitive (whoops, we meant "familiar") as possible.

Basic task operations

• Navigating through the list: use arrow keys to navigate your online checklist as if you worked in a desktop application. If the list is hierarchical, use left and right arrow keys to collapse and expand its nodes. You may also collapse and expand all nodes of your list by clicking on the corresponding links in the toolbar or using keyboard shortcuts.
• Adding and reordering tasks: press Enter to add a new task below the selected one, then type the text and press Enter once again to end editing. A new task has been created. If you need to add a sibling task, press Shift+Enter instead. You can also change the nesting level of a task later: just select it and use Ctrl + left or right arrow keys.
  Reordering can be done either by drag-n-drop (hold down the Shift key and then drag and drop the selected task to a new position.) You can do the same by using Ctrl + up or down arrow keys.
• Task statuses: a task can be open, completed or invalidated.
  • Open: the main area of your interest. Only open tasks are counted in the checklist list "progress bar".
  • Completed ( press spacebar): these tasks are marked with a strike-through line. We assume that you no longer need to pay much attention to them, so the text color is also changed. The number of compelted tasks is displayed in the "progress bar" pop-up on the dashboard.

  You can hide completed tasks by selecting a checkbox in the View options popup. Keyboard addicts: type hc, that's the shortcut.

  • Invalidated (press Shift + Spacebar): tasks you will not complete because they are inapplicable in some way, but you do not want to delete them. We mark them with gray color and italic font. They are ignored in the checklist "progress bar".
• Deleting a task: delete a parent node to remove all its components from the list. One step undo will save you from the accidental deletion.

Task details

When a checklist is shared between three people or more, there should be understanding who did what and when. But we do not want the main focus (tasks) to be polluted with auxilary information (date and type of the change made).

Here's the solution: hold down the CTRL key, (or select a corresponding checkbox in the View options popup) to view details. Release the CTRL key to return to the default mode:

Mark tasks with color

Select a task and type 1, 2, 3 to mark it with red, blue or green color. Type 0 (zero) to remove any coloring. Use Shift modifier to change background color.

Open the Colour dialog from the toolbar to select one of two options: change font or background color of a task. The selected option will be kept in the browser cookies. Color is a shared property of a task, so anyone working with this checklist will see it.

View options

This popup window presents three main options for toggling visibility of completed tasks, task details, and the sidebar hints :

As always, we support those who prefer keyboard to mouse. Type oo to open the Options window, arrow keys to navigate up and down, and Spacebar or Enter to select or unselect a checkbox.

Adding notes

A note is some additional information you want to attach to a task. If there are several people collaborating on a checklist, notes may serve as comments and provide some means for discussion. The author of the note can edit or delete it later. Notifications about new notes are sent to all people collaborating on a checklist.

Copy or move tasks

The simplest way to copy tasks to another checklist (or to other node in the same checklist) is to use usual copy-paste (Ctrl+C, Ctrl+V) keyboard shortcuts.

If you invoke the Copy dialog from the toolbar, you can also copy group of tasks or the whole checklist:

• Copy all open tasks
• Move them to another checklist
• Create a new clone of this checklist
• Customize details: include or exlude status and notes of the tasks you are going to copy.

Share

It's always good to share. In our case all you give others is an opportunity to help you manage and fulfill your tasks. And who would not outsource a part of his to-do list?

The process is rather simple:

1. Click the "share" link on the right side of the checklist toolbar.

2. In the dialog that appears, write the email of a person you want to share your checklist with. If you want to invite several people, simply put several emails and separate them with commas. You can also customize the message that will go with the invitation.
3. We'll send you email notification upon inviting and when the person accepts your invitation.

Once the invitation is accepted, you'll see how many people are working on this checklist both on the checklist page and on your dashboard.

Click on the shared (# people) link. In the top part of the dialog there's a list of your co-workers.

One person is the "owner" of this checklist, its author. She can remove anyone from the list of co-workers. The others are "writers". They can only remove themselves ("unshare") from this checklist. And of course, anyone can invite more people (there's such a link at the bottom of the dialog: click it and repeat the invitation process).

Now you can start working together as a team. The checklist will be automatically updated every 5 sec so you'll know about each other's changes to the checklist as soon as they are done (they will be temporarily highlighted). Checklists are not refreshed when you're editing them, so your work will not be affected.

Import and export

Import Many of us keep all kinds of to-do lists and outlines in simple text files. Some use wiki for collaboration. To import outlines you must simple copy the text from the original file, paste it into the Import dialog box, and press the Import tasks button.

Checkvist will do its best to analyze the text and present it in an online outline format. Imported outline will be added to the bottom of your current list (if you have any) and highlighted. If you are not satisfied with the results, you can undo the operation.

Export Our tool does not lock your stuff: you can export it to one of the four popular outline formats. You have several options as to what to include and what to omit in the exported file:

Note: the default state of the "Include last change details" option depends on the "Details on" mode. In the "Details on" mode last update details will be automatically included into the exported data. If you were in the "No details" mode, you must explicitly check the "Include last change details" in the Export dialog.

Once you've clicked the desired format link, a new browser window will open with the data exported to that very format.

Notifications

To send a notification about the changes you've made, click on the "Notify about changes" button in the top right corner of the toolbar. The button appears in the toolbar only if the checklist is shared. It is enabled only when changes have been made to the list.

Clicking on a link in the notification email brings you to the checklist page where all changed tasks are highlighted.

You can send notifications about new or newly edited notes by pressing the "Notify about changes" button in the toolbar. There are no automatic notifications about notes since 5 Feb 2009.

Printing a checklist

There are two ways to print a checklist:

• You can simply print the page through the Menu -> Print dialog, and get the printed version with no unneccessary UI elements, like toolbar, top navigation bar, sidebar help links, etc. Remember, though, that checklists go to print the same way they look on the page. That means, if a node is collapsed on the screen, you won't see its contents in print, either. What you see is what you print.
• Click on the printer icon on the toolbar, and look at the print "preview" page before you send it to printer. Here you can show and hide notes, collapse or expand all nested tasks.

We tried to make the printed version as usable as possible, but checklists be better processed on the screen. It'd save the trees, after all.

Publish your lists online

You can publish your outline and make it available for anyone on the web:

1. In the Share dialog window open the "Make it public" panel.
2. Press "Publish" button.
3. Copy the list's address (URL) and share it with your readers.
4. (If you want to make that list private again, open the same dialog window and press "Un-Publish".)

Please note that only authors publish (and un-publish) their lists. Readers can only view, export or copy public lists, but not change them. If you want other people to work actively with your outline, share it with them.

All changes you make to your public lists are immediately available to readers. There's no need to re-publish.

Small goodies: bookmarklet

An easy way to add something to checklists from your browser toolbar. Drag and drop 2Checkvist to your toolbar.

Pre-select text on the page if you want to add something directly from your browser.

Features not yet implemented

Shortlist and due date, task priority, tags, Gmail or Mindmanager integration? Let us know what you need