Updates and news

Lists

Create

You can create any number of lists. All lists are private by default, but you can share them with other people, or even make them public.

To create a new list, click the Lists link in the top navigation, or type ll. In the menu click the Add new list link or simply type the new list title in the textfield and press Enter.

You can also extract a group of hierarchical tasks into a separate list.

Archive, Delete

Archived lists are stored in the Archived section on the homepage. Such lists are not shown under the Lists popup window.

List archiving in Checkvist is implemented as a personal decision, not property of the list itself. For example, one person may decide to archive the list and not get updates on it, while other users may still work on the list actively.

If you want to receive notifications on updates in the archived lists, set the corresponding option on your profile page (This is one of the PRO account features.)

On a single list page, open the more actions menu item in the toolbar and click either Archive list or Delete.

On the Lists homepage, select one or several lists with checkboxes, and then click Archive or Delete in the bottom bar.

You can delete only a list you own, otherwise you can only un-share it.

Edit list title

On the list page, double-click the list title and edit it. Press Save or hit Enter. To cancel editing press ESC.

Tag a list

Tag lists to group them on the lists page, or to filter them via search field or in the Lists menu.

On the list page, double-click the list title and tag it via smart syntax (#tag). On the homepage, select one or several lists with checkboxes, and then click Tag Lists in the bottom bar.

With list permalinks you can save the current list view and pass it to other people. Permalinks preserve the state of filter, expand/collapse nodes, other view options. You can get a permalink from the menu after the list title.

Every list item also has a permalink. Type sd to 'show details' of each list item. The date and time of the last update is a permalink. If you navigate that permalink, the list will open in the focused mode.

Security

All Checkvist users use secure SSL channels to create accounts, sign in, change profile settings. HTTPS also shields all other operations, i.e. viewing lists, editing, import, export and so on.

List items

As a general purpose outliner, Checkvist is designed for fast and convenient data input (e.g. for brainstorming, meetings, planning, etc.) Almost all actions are available from the keyboard, so you can concentrate on your thoughts, not UI controls.

Add list items

Via keyboard

Press Enter to add a list item below, and Alt-Enter - above the selected one. Shift-Enter to add a sub-item.

Use Tab and Shift-Tab keys to change indentation.

Via bookmarklet

Install Checkvist's bookmarklet on your profile page, to easily add pre-selected text as a new list item. Select the list, and use smart syntax for #tags, ^due dates, and @assignees.

The bookmarklet is integrated with Gmail, issue trackers JetBrains YouTrack and Atlassian Jira, and GitHub.

Via email
Add tasks via email

You can send emails directly to a list. Just invoke the Add tasks via email dialog window from the more actions menu, and copy the email address and add it to your contact list. Now all messages you send to that address will appear in the list like tasks:

    • The email subject becomes the list item's text.
    • The email body becomes the list item's note.
    • All attachments from the email are attached to the list item (PRO only).
    • In the subject, you can also add #tags, ^due dates, and @assignees with Checkvist's smart syntax.

If you need several 'inbox' lists, just create several email contacts with lists addresses.

Edit list items

To edit a list item, double-click it or press ee or F2.

Use smart syntax to set due dates, tags, or assignees while you're writing.

You can also use Markdown for rich text formatting. Press the ellipsis icon to see the hints:

Smart syntax hints on editing list items
Multi-line text

When editing a list item, use Shift-Enter to set the first line-break. After that you can use Enter. Finish editing and submit changes with Ctrl-Enter.

Delete

Delete a list item with the Del key. If you're on a laptop without the Del key, fn-Backspace will work the same. The list item will be deleted with all its sub-items.

Works with multi-selected list items (read more on bulk operations)

Restore deleted items

Right after the deletion you can restore the last deleted item with a one-step Undo action, Ctrl+Z.

If you changed your mind later, you'll need to invoke the Restore deleted dialog window with all the items that were deleted in the list during 24 hours. Press rd or click the corresponding menu item in the more actions menu in the toolbar.

Select the items you want to restore (multiselection and 'sticky selection' can be useful), and then either press the Restore selected button or the rd keyboard shortcut. The restored list items will appear on top of the list.

Restore deleted items dialog window

Navigate

Navigate the list with arrow keys. and arrows will collapse or expand nodes in hierarchical lists.

Expand and collapse branches

When working with long multi-level hierarchical lists, arrows are not enough for effective navigation. Press ec to see window with more Expand/collapse options, like Expand all or Collapse all, show all notes, or even select a level to which all list items expand. If you prefer a mouse, just click the first icon in the toolbar.

Collapse and expand lists's branches

Indent, unindent and reorder list items

Use Tab or Shift+Tab to indent and unindent.

Move the list items up and down with Ctrl+↑ and Ctrl+↓ keys. Drag-n-drop is supported when you hold down the Shift key.

Works with multi-selected list items (read more on bulk operations)

Focus (Hoist)

When a list becomes too long, use the Hoist (Focus) feature. Hit the pin icon in the toolbar or type Shift → to focus the selected list item. To un-focus, press Shift ←.

When you "hoist" a list item, only it's direct parents and children are visible. The 'hoisted' (focused) state of the list is preserved when you use a permalink or when you share a list with the Keep the list's current state option selected.

Statuses

A list item can be open, closed or invalidated. Use Spacebar to toggle open/closed status, and Shift+Spacebar to invalidate.

By default, a parent list item is considered closed when all its sub-items are closed or invalidated. On the Profile → Settings page, there is an option "Close parent task when the last child is closed" which alters this behaviour.

You can hid the closed and ivalidated list items with the hc shortcut see view options.

The full keyboard reference is also available at any page via the ? key.

Color (priority)

You can change list item color with 1, 2 or 3 key, and 4, 5, 6 for the background color. Use 0 (zero) to remove any coloring.

Color is a shared property of a task, so anyone working with the list will see it.

You can filter/search list items by color. Use search syntax like color: 1.

Works with multi-selected list items (read more on bulk operations)

List style

You can select from these list style options (as always, accessible from the keyboard).

    • None—the default list option.
    • Numbered—ordered list, adds numeric prefix to a list item.
    • Boxes— with a check box before every list item, ideal for checklists.
    • Bullets—bulleted lists, bullets added to the list items without sub-items.
List options

Details

Details are additional information that every list item has: the last modification time and author. The time is also a permalink to that list item.

By default the details are hidden. To toggle details on and off, press sd ('show details') or select the Show details in the View options menu in the toolbar.

Non-Windows users can also view list item details temporarily by holding down Ctrl.

List item context

On Due and Search pages Checkvist shows list items without parents. In some cases it may be inconvenient, especially if you have similar items under the same parent. But such context (in a form of breadcrumbs) can be shown on a separate line.

To toggle context on and off, press sc ('show context') or select the Show context in the View options menu in the toolbar.

Progress counter & estimated time

Those metrics help to understand how big is the task and how much has already been done.

Estimated time

Put the estimated time as a tag, at the end of the task. Checkvist understands estimates in minutes, hours, or days

#60m = #1h
#8h = #1d

Checkvist will automatically show the total estimated time and the number of tasks in the parent task. When you mark tasks as completed, the progress counter will show it in red. Hover the icons to see the detailed information:

Progress counter details
Progress counter

You can use the progress counter with or without the time estimation. Just set the selection on the branch'es top level item and press pc. You'll see how many tasks are there in that branch, and how many of them are closed:

Progress counter
Progress counter on the whole list

You can see the total number of tasks in the whole list—select the corresponding checkbox in the Options oo menu:

Progress counter on the Lists main page

Also, the progress counter is always shown on the Lists page. Even if you don't use Checkvist as a to-do list, it will show you the number of list items in your outline.

The figure in the progress counter actually depends on the 'Close parent task when the last child is closed' option (the second option on your Settings page). They might also look strange if you have forgotten you have the 'Hide completed' option enabled (in the oo Options menu).

Sort

You can sort a part of a list or the whole list: alphabetically, by priority, or by due date. Press ss to invoke the Sort menu. If you have a selected list item, you'll sort only that part of the list. Without selection you'll sort the whole list.

Sort menu options

Print

You can print from the Print dialog in your browser or first click the Print icon in the toolbar to preview and modify the list before printing. The lists are optimized for printing to look like true checklists (you can customize the print view with print options).

You can print a part of the list, if you use filter or focus, for instance.

Print version example

Copy, move or duplicate list items

The simplest way to copy list items to another list (or to another node in the same list) is to use usual copy-paste Ctrl+C, Ctrl+X, Ctrl+V keyboard shortcuts. You can also duplicate one list item or a whole node with Ctrl+D.

Works with multi-selected list items (read more on bulk operations)

To copy or move several list items, or a whole list, select the Copy (Move)… in the 'more actions' menu in the toolbar. The dialog options let you include or exclude certain list attributes (like color, status, notes), copy list items to different target lists, etc.

Copy and move tasks between the lists

Using the Copy dialog, you can inline your list, i.e. move all items of a list under a single node of another list. For that, use an option As a single node in the dialog.

Move list items to another list

If you want to move a node from one list to another, select the parent task of that node and press mm (for 'move'). In the dialog window select the target list and press Enter.

Works with multi-selected list items (read more on bulk operations)

Extract a node as a separate list

When a list becomes too long and complicated you can extract its branch as a separate list. Set selection to the parent of the node you want to extract and press xx. The node will become a new list, linked to the old one as List title.

Sharing information is copied too, so the new list is available to the same people who worked on the original list.

Undo

Most operations are undoable with one step undo. Press Ctrl+Z or uu to undo the last action.

Notes

A note is additional information, a comment on a list item. A note is not a sub-item, it can't be completed, invalidated.

Only authors can edit their notes. Use ee ('edit') shortcut or double-click a note to edit it. Information about new notes appears in email notifications.

Everyone who has write access to the list can delete notes with Delete. There is also cn keyboard shortcut, which allows to remove all notes for the selected list item.

Word count

Press wc to count words and characters in a given list and selection. The action can be found also in the more actions menu.

Count words and characters

List sharing

All list are private by default. To add people, click Share in the toolbar.

Add people via email

To invite new people to a list, click the Add people section in the Share dialog window, and enter emails of your collaborators in the textfield. Separate several emails with commas. Add an optional message, so they understand who's inviting them and where.

If a person doesn't have a Checkvist account, they'll need to create one when they accept your invitation.

If you're sharing a list with someone who's already working with you on other lists, you can add them to this list from the Select existing users dialog window. Such people will be added to the list immediately, no confirmation is needed.

Share via link

Click the Share list by link in the Share dialog window to get a link which you can send to all your peers. You can also set the "life time" of that link for security reasons.

List permissions

There are three roles:

Owner Basically, it's a person who has created the list, but the role is transferrable. Only owners can delete a list (others can only archive or un-share them). Only owners can make a list public or enable Markdown formatting for the list. And if the owner is has a PRO account, they can customize list styling.

Writer The default role. Writers can edit list contents, share list with others, send notifications, etc.

Reader Only reading, no edits or comments. The only exception is when a list item is explicitly assigned to a reader. Then the reader can change task status, comment on it and attach files.

Read-only access pro

By default all new people are invited with 'writer's permissions. To change someone's persmissions to 'read-only', you must have a PRO acccount. If you have a free account, you can choose to make a list public to make it avaiilable for larger audience in the "read-only" mode.

Public lists

You can publish your outline and make it available to anyone on the web. Click the Make public section header in the Share dialog window and press the Publish button, and send the URL to your readers. To make the list private (or privately shared) again, click the Un-publish button.

Only list owners can publish (and un-publish) their lists. Your audience will be able only view, export or copy public lists, but not change them. If you want other people to edit a list, share it with them.

You can embed a public checklist into any web page. Just copy the code snippet from the Make public section into your HTML page. Tweak the width and height as you like. We published the "Checkvist Test Plan" in our blog as an example.

Bulk sharing

You can share several lists with the same people at once. On the lists home page (click the logo or hh to go to that page) select the lists you want to share and then click the Share button in the bottom bar.

Export and Import

Export

No data lock-in. Export your lists in 5 popular formats. The options allow you to include or omit certain data in the exported list.

Press ex to invoke the Export dialog window. The default option is Markdown, but if you change it, the next time the dialog window will remember it.

Exporting a part of a list

If you want to export just a single branch of the list, simply select its top item, and then press the same ex shortcut. The same dialog will appear, with the same options, including Markdown.

Works with multi-selected list items (read more on bulk operations)


Supported export formats
Markdown
Markdown is a plain text syntax for basic text formatting, that can convert to HTML and other recognizable formats. You can export a list as a hierarchy of headings (H1 is always reserved for the list name). The depth of the hierarchy is specified via option Number of levels to export as headers. If you have hand-made Markdown headers, you can choose whether do you want to keep them. Also you choose to export as headers only items with sub-items.

Deeper levels of hierarchy are exported as Markdown sub-lists.

If you decide to export notes, they'll appear as plain text with the note's author name before it. Embedded images will appear embedded in Markdown as well. Attached files will appear as links after the text or a heading.
OPML
Outline Processor Markup Language is a common XML format for outlines. Currently Checkvist exports data to the OPML 2.0 format with some non-standard extensions (each export option adds XML attributes or additional outline XML elements).

This lets us export the Checkvist data in OPML format that can be imported to other tools, like OmniOutliner.

Also, Checkvist uses OPML for backup. All list item attributes are exported/imported with this format.
Plain text
Text stripped of any formatting, can be opened, read, and edited with most text editors. When you export from Checkvist to plain text, subtasks are indented with tabulation. Line feeds are replaced by space. Notes (if exported) have the same indentation. Status and last update details are shown in parenthesis after the text.
Confluence wiki
Atlassian Confluence is a popular enterprise Wiki. When you export data to this format, top level tasks are prefixed with h3. Subtasks are marked as list (or nested list) items under the h3 heading. Closed tasks are struck out, invalidated tasks are italicized. Notes are transformed into the native Confluence note format, and last update details are written in parenthesis immediately after the text.
Simple HTML
In the simple HTML format, tasks are treated as lists and subtasks - as nested lists. Completed tasks are struck out, invalidated tasks are italicized. Text of a note is shown below the related task in a smaller font. Last input details (if exported) are shown in parenthesis immediately after the task.

Import

You can import a list from another application in one of the three supported formats: plain text (indented), OPML or Confluence wiki. To invoke the Import dialog window, press im or click the Import link in the toolbar.

Imported tasks will appear below the current selection. If you want to import tasks on the top level, remove current selection with the ESC key.

Supported import formats
Plain text
When importing plain text, Checkvist tries its best to create items and sub-items by analyzing their relative indent. For instance, you can create items and sub-items from the following text automatically:
          this is some top-level item
          - this is a sub-item
          - this is another sub-item
            - more deeply nested item
          
          another top-level item
        
With this format, option Separate tasks with an empty line allows to import multi-line items, in this case you can import the following as 3 items:
          this is 
               first 
                  top-level item
          
          - this is a 
          sub-item
          
          - this is another sub-item
        
Checkvist preserves line-breaks during the import.
Confluence wiki
Atlassian Confluence is a popular enterprise Wiki. Checkvist can export data to this format (see above), and it also tries to allow importing such text, using the same principles as for plain text.
OPML
Outline Processor Markup Language is a common XML format for outlines. Checkvist imports and exports data to the OPML 2.0 format with some non-standard extensions (each export option adds XML attributes or additional outline XML elements).

This lets us export the Checkvist data in OPML format that can be imported to other tools, like OmniOutliner.

Also, Checkvist uses OPML for backup. All list item attributes are exported/imported with this format.

Notifications

Manual email notifications

If you use a free account, you can send and receive manual email notifications about changes made in the shared lists.

Click the notifications link in the toolbar. Then select the Send notifications to others section. Now check the people you want to notify. The email will contain all the changes you've made during the last session (~ 30 min). You can preview changes before sending notification.

Send direct email notifications to your peers
Automatic pro

If you have a Pro account, you can configure automatic notifications, and watch all changes as they happen (every 5 min at maximum, changes within the 5 min period are merged), or in a form of a daily digest, sent at your preferred time.

Send direct email notifications to your peers

When you have at least one type of automatic notifications configured, the icon in the toolbar will change to .

To manage notification rules for several lists, click the Profile link in the user menu, and then select the Notifications tab. Here you can set or pause notifications for all lists that are available to you.

An automatic notification is also sent when a task is assigned, or when you subscribe to due task notifications.

Assigning pro

If you have a PRO account, you can delegate tasks to other people. Type ae on a selected list item to invoke the dialog window, where you can select one or several assignees. You can also add assignees via smart syntax with @username. Type ca ('clear assignee') to remove all assignees from the selected list item.

Works with multi-selected list items (read more on bulk operations)

All assignees receive email notifications when a list item is assigned or changed (including its sub-items).

If you assign a list item to someone with the read-only access to that list, they can change that task status or add notes and attachments to it.

To see all items assigned to a person, type @username in the search field and press Search.

Attachments pro

If you have a PRO account, you can attach files to the selected list items.

Type at to invoke the Attach dialog window. Use arrow keys to navigate between the attached files and Enter to preview an attached image.

Print version example

Here is a list that describes the feature, and a 1 min demo

Tags

Tag a list item

Press tt on a selected list item to invoke the Tags dialog window or double click a list item to edit it and add a tag via smart syntax #. Auto completion will suggest tags that are already used in your lists.

Tag auto completion

If you want to use multi-word_tags, please put a hyphen or an underscore between the words.

Tag lists

Double click a list name and add a tag with smart syntax #.

If you want to tag several lists at once, select those lists on the home page. In the bottom bar press the Tag Lists button. The rest works the same way.

After you have tagged the lists, you can use tags to filter them in the Lists popup window, or group the lists on the home page.

Search and filter with tags
List, filtered by tag

Click a tag to filter all items tagged with it in the list. If you want to find all items tagged with that tag in all the lists, press the Search button.

Or you can press / to set the focus in the search field and use tags syntax with autocomplition: type # or tag: to invoke the autocompletion menu.

There's even one more way: press tt on the selected list item to invoke the Tags menu. Arrow-down or hover the Filter by #tagname menu item to see both filtering options.

Clear the filter with the cf shortcut.

Tag map

If you click the Tags link in the top navigation (or press tt when no list item are selected), you will see all your tags on one page. Click a tag to see all its usages in all lists.

Color, rename, merge, make private and delete tags pro

If you have a Pro account, click the little square to the left of the tag name on the Tag map or invoke the Tags menu with the tt shortcut on the selected list item to change tag color, name, make it private, or merge several tags.

Manage your tags
  1. Color Select a color for important tags to make them more visible. The colors are visible only to you.
  2. Rename or merge Rename a tag or merge similar tags into one.
  3. Private tags When you make a tag private, it becomes visible to you and no one else.
  4. Delete tag usages You can delete all usages of a given tag from all your lists. The action can not be undone.

Tag shortcuts and syntax

tt When a list item is selected, invokes the Tags dialog window
without selection, opens the Tags page
ct Clears tags on the selected list item
#word When editing, set tag with #prefixed word at the end of the list item
tag:word Same as #word, but works both at the end and at the beginning of a list item
#one, #two Bulk add several tags (comma separated or not)
#two_words or #two-words For two or more word tags, use a hyphen or an underscore between words

Works with multi-selected list items (read more on bulk operations)

Due dates

Add and remove due dates

Add a due date via the Due window: type dd on a selected item to invoke it.

Due date dialog

Save time and use td and tm shortcuts to set due date for today and tomorrow.

If you don't know the exact due date, but want to mark something as important, set due to ASAP with as shortcut.

Clear due date by pressing cd - or completing the task.

All tasks marked with a due date are listed on the Due screen. Click the Due link in the top navigation or type dd when no list item is selected.

Repeating tasks pro

For tasks that happen regularly, you can set a repeating pattern. Click the Repeat... link in the Due dialog window or simply dr on a selected list item. Then set a pattern:

Repeating settings

If you select Repeat from → Due date, the next due date for the task will be calculated from the previous due date. For example, if you have a weekly task started on Monday, and you complete this task on Wednesday, the next due set by Checkvist will be the Monday on the next week.

If you select Repeat from → Actual completion date, the next due date of the task will consider the completion date. Following the previous example, the next due for the task completed on Wednesday will be the next Wednesday.

Weekly pattern allows to select a day of the week (e.g. every second week, on Mondays and Thursdays). If you select a monthly or yearly pattern, the task will be repeated on the same day as you set in the Start field.

After you've selected a pattern, you can preview the first three times the task is going to appear on your list, and check it'll work as expected.

Generate option lets you set the time when the due date will be renewed. Say, if you have a task which is due once a month, you might want to see it only 3 or 5 days before it's due.

Repeating settings

To pause a task for some time, just press the Pause button at the bottom of the Repeating dialog window (dr to invoke the window). A paused task is not generated, until you un-pause it. After that it will follow the same pattern, i.e. the next closest due date.

You can also Delete the repeating pattern, by clicking the Delete button in the Repeating dialog window. In this case, the task will have only the last due date, and will lose it's repeating quality.
From the keyboard, use cd to 'clear due': first time it will clear the current due date, the second time it will remove the repeating due.

Once a repeating task is set, you can see it in the list with a small    icon. All repeating tasks are shown on the Due page, in the Repeating section, at the bottom of the Due list.

All information about repeating due is included when importing/exporting in the OPML format, and sent to the Calendar apps via Calendar apps integration.

Add due date via smart syntax

Edit a list item and use the ^ shortcut with autocompletion window to select a due date.

Add due date with smart syntax

Due date syntax

^asap ASAP - as soon as possible, with no definite date
^today Today (tod also works)
^tomorrow Tomorrow (tom also works)
^friday Next Friday to occur (fri also works)
^next friday The second Friday to occur (next fri also works)
^25 Apr April 25 this year (unless April 25 has passed, in which case it assumes next year)
^Apr 25 April 25 this year (unless April 25 has passed, in which case it assumes next year)
^04/25/2010 April 25, 2010
^01/04/2010 April 1, 2010
^2010-04-25 April 25, 2010
Automatic due date recognition

Checkvist can recognize due dates automatically, without any prefix at the end of list item text, like "Call John tomorrow". Tomorrow then becomes a due date.

You can enable the automatic due date recognition on the Profile → Settings page.

Works with multi-selected list items (read more on bulk operations)

Due date email notifications pro

Subscribe to due date email notification to know what's pending. Click the email icon in the toolbar or select the lists to watch on you Profile → Notifications page.

You will receive a daily email with tasks marked as Overdue, due Today, Tomorrow or ASAP from all checklists you've subscribed to, if you set the due date yourself or if someone has assigned that task to you. If you want to watch all tasks with due dates, select the lists to watch in the table on the profile page.

By default the email is dispatched at midnight, but you can set your preferred time on the profile page.

Calendar app integration pro

Checkvist provides an iCalendar link which lets you integrate your calendar app with Checkvist due tasks. This links will work with any calendar application supporting iCalendar feed format: MS Outlook, Google Calendar and iCal among others.

Type dd on a selected list item to invoke the Due dialog window. Click the Calendar apps integration link to get a window for iCalendar link configuration. The time of the due events can be configured on the Notifications configuration page (it is the same time, when due notification e-mail is sent).

Please note that Google Calendar doesn't recognize TODO items.

Some instructions on integrating with a particular Calendar app can be found here.

Press / or ff to set focus to the Search field. Type in the keywords or other parameters: due period, tags, assignee, color, etc.

Filter will work as you type. To search in all your lists, press Enter twice. To clear filter, press ESC twice or click the X icon.

Search hints window

You can filter list by parts of the words. But the cross-list search works only with the whole words. Otherwise, both filter and global search support the same search syntax.

Press ? on any list page to see the search syntax reference

Search syntax

/ Set focus to the search field
Enter Enter Search in all lists
ESC ESC Clear filter
# or tag: Find items tagged with a certain tag
@ or assignee: List items assigned to certain people
^overdue (or due: overdue) Find all overdue tasks
^asap All tasks marked ASAP
^now Tasks which are overdue, due ASAP and today
^any Find all due tasks
^today Tasks which are due today (without overdue and ASAP tasks)
^tomorrow Tasks which are due tomorrow
^week Tasks due this week (from Mon to Sun)
^next week Same, for the next week (from next Mon to next Sun)
^month Tasks due from 1 to 30/31 day of the current month
^next month Same for the next calendar month
^none Find all tasks where due date is not set
in: open Search open tasks only (default setting if due is specified)
in: closed Search closed tasks only
in: all Search all your tasks (default if due is not specified)
changed: 3h (2d, 1w) List items changed during last 3 hours (2 days, 1 week)
changed: today (yesterday, current week, previous week) Include only items changed today (yesterday, current week, previous week)
changed: current month List items last changed this month
color:1 (2, 3) List items colored red (blue, green)
priority: 1 (2, 3) Same as color
color: any Tasks with any color/priority
has:attachment Only list items with attachments (local filtering)
has:note Onlyl list items with notes

Tools and integrations

Checkvist has several browser extensions and third-party tools that you can find very useful.

  • Bookmarklet with Gmail and issue tracker integration

  • Chrome browser extension
  • FireFox sidebar

All tools are listed on the Tools tab of your Profile page.

Zapier integration

Zapier Zapier is a platform that connects many online tools via their Open API. It means that if you want to connect one online service to another (say, Checkvist to Evernote or Basecamp) you login to Zapier and create there a 'recipe' or 'zap'. A 'zap' specifies what exactly happens in both applications.

How to integrate Checkvist with Evenote via Zapier (video)

Connect Checkvist with your favourite apps »

Mobile app

Checkvist Mobile Use a new Checkvist mobile web app to work on your lists online or offline, on any handheld device with a decent HTML 5 support.

Just open m.checkvist.com on your mobile device and save it to 'Home screen'. Use the same credentials to log in.

Open API

If you are a software developer, you can write an extension or integrate Checkvist with other tools with the Open API. Whatever questions or problems, we'll be very glad to help, just ask.

Keyboard shortcuts

Efficient use of the keyboard is probably Checkvist's main feature. You create a list as fast as you can type, and almost any action is available from the keyboard just as you type. No need to reach for a mouse.

We tried to make the shortcuts as easy and memorable as possible, but you can always invoke the keyboard and smart syntax cheatsheet by pressing ? on any page.

Printable cheatsheet Familiar shortcuts for working with a list

j/k Navigate up and down the list
Collapse and expand nodes (also use ec for more options)
Enter Add a list item below
Alt-Enter Add a list item above
Shift-Enter Add a sub-item
Tab and Shift-Tab Indent and outdent
ee or F2 Edit
Ctrl+C Ctrl+X Ctrl+V Ctrl+D Copy, cut, paste, duplicate
Del or Shift-Backspace Delete (also see 'wipe')
Ctrl+Z Undo the last action
Ctrl+ ↑ Ctrl+ ↓ Move list items up and down (jump mode)
Ctrl+ Alt ↑/↓ or Alt+Shift+↑/↓ Move list items up and down (crawl mode)
Ctrl+Home⌘+Fn+Left Ctrl+End⌘+Fn+Right Move the list item to the first or the last position in the list
Alt+PageUp ⌘+Fn+Up Move list items to the first position under the parent
Alt+PageDown ⌘+Fn+Down Move list items to the last position under the parent
Hold down Shift To drag-n-drop list items
Shift ↑/↓ Select several adjacent list items
Ctrl+ A Select all top-level list items
Ctrl+ Click or st Select sparse list items (permanent, or 'sticky' selection)
ESC Cancel editing, close any pop-up window, remove selection

Hoist/Focus

Shift →  Hoist (focus) the list item
Shift ← Un-focus

Expand or collapse branches

ec expand/collapse menu
Ctrl-Shift ← Collapse all branches
Ctrl-Shift → Expand all branches
Ctrl-Alt , Collapse the selected branch
Ctrl-Alt . Expand the selected branch

Change task status

Spacebar Completed
Shift-Spacebar Invalidated
type 'reset' To re-open all closed tasks in that list
type 'wipe' To delete all closed tasks in that list

Formatting

Shift-Enter Line break in the editing mode
mh Toggles Markdown header
Ctrl+B or bb Bold text (works in edit mode as well)
Ctrl+I or ii Italic text (works in edit mode as well)
Ctrl+K Hyperlink
lc Copy the list item's hyperlink to clipboard
1 2 3 Red, blue, green text color
4 5 6 Red, blue, green background color
0 Reset color

Two-letter shortcuts for actions

aa Actions menu on the selected list item
nn Note to the selected list item
cn Clear all notes for the selected list item

dd Set due date (go to the Due page when no list item is selected)
td tm as Due today, tomorrow, or ASAP
dr Repeating due settings
cd Clear due date, use twice to clear repeating due as well

tt Tag a list item (go to the Tag map page when no list item is selected)
ct Clear tag(s)

ae Assign a user to the selected list item
ca Clear assignee(s)

at Attach file
im Import data to the list
ex Export the list items
xx Extract selected branch as a new list
mm Move selected to another list
gg Go to the first hyperlink (opens external links in a new window, Checkvist links in the current window)
Shift gg Always open hyperlinks in a new window
ff or / Find and filter
cf Clear filter

oo Options menu
hc Hide/show compeleted and invalidated list items
pc Show/hide progress counter
sc Show/hide list item context (on Due and Search results)
sd Show/hide list item details
ss Sort a list branch (or the whole list when no list item is selected)

rd Restore recently deleted items (~24h)
wc Word count
hh Homepage
ll Lists pop-up

Smart syntax

Smart syntax is similar to keyboard shortcuts—it saves your time and effort by providing simple code shortcuts for text markup. Checkvist offers its own smart syntax, and supports GitHub flavoured Markdown, understood by many other tools.

Hyperlinks

lnk: or Ctrl+K Add a hyperlink  (see blog post)
lst: Create a link to another list  (see blog post)
[link: text|URL] A link to any other web-page
[list: text|listID] A link to another list; use lnk: to get a completion window to select target list
lc Copy the list item's hyperlink to clipboard
[jira: issue-ID|URL]
[youtrack: issue-ID|URL]
Issue tracker integration—use these link if you want to list an issue from the two supported issue tracking systems—Jira and YouTrack. You can easily create such links using Checkvist Bookmarklet.
URL recognition Writing text like http://google.com will automatically transform it into a hyperlink, too.

Text formatting

---- List separator. If a list item consists only of 4 or more hyphen marks (without any text), it will automatically be transformed into a list separator.
Markdown You can use Markdown to format text
HTML You can also use basic HTML markup

Image uploading and embedding

img: Upload an image and embed it directly into the text details and examples

Markdown

Checkvist understands Markdown, a plain text syntax for basic text formatting, initially developed by John Gruber. Now Markdown has several dialects, one of them being 'Github Flavoured Markdown', which we find the best for writing structured and code-related text.

Markdown support is enabled by default. You can change that for a single list (press the oo shortcut to invoke the 'Options dialog window'), or disable Markdown support for all new lists on the Settings page.

Use mh (Markdown heading) keyboard shortcut to quickly mark a line as a header. Depending on the depth of the list hierarchy, the selected list item will become a header from H2 to H6 level.

If you want to set H2 somewhere deep in the list hierarchy, focus (hoist) that line first, and then mh will make it a H2 heading.

Here's some basic Markdown formatting guide which you can use together with Checkvist's smart syntax.

List styling

Prefix [] Shows checkboxes for the list item and sub-items
Prefix [*] Shows list bullets for the item or sub-items
Prefix [1] Enables list numbering for the sub-items

Headings

mh Toggles Markdown header (the header corresponds the hierarchy level)
#

The largest heading

##

Second level heading

###

Third level heading

######
The smallest heading

Text formatting

**Bold text** Bold text, also Ctrl+B on selection
*Italic text* Italic text, also Ctrl+I on selection
~~Deleted text~~ Deleted text
> Blockquotes
>
> Can be multi-line

Blockquotes

Can be multi-line

* List item (un-ordered)
  • List item
1. List item (ordered)
  1. List item
`return this.add_option(child);` return this.add_option(child);
```
// This is multi-line code
x = x + 1 if a < b
y = y - 1
```
// This is multi-line code
x = x + 1 if a < b
y = y - 1
        
```html
<h2 class="heading">Title</h2>
<p>
paragraph of text
</p>
```
Markdown for HTML code
Language prefix (```html, ```ruby, ```php, etc.) enables syntax highlighting.
GitHub Tables are also supported! See the reference on table syntax

Shortcuts for Markdown formatting also work with multi-selected list items (read more on bulk operations)

PRO features

Security

30 day backup

With the automatic 30-day backup in the "Cloud" and manual backup of all your lists in OPML format (.zipped) you can be sure your data is safe and is not locked in our service.

30 days is a minimum, as Checkvist doesn’t keep two same copies of the lists. So if you didn’t change anything for a couple of days, you'll have only one backup file, not three same ones.

Dropbox integration

Enable Dropbox integration to save the latest backup (zipped OPML files) to your Dropbox folder. If you need an older backup file, you can always get it from the Dropbox history.

Collaboration

Team accounts

With PRO account you can create groups or teams to have

  • Common design scheme
  • Instant team-wide sharing
  • Common space for attachments
  • Synchronised payments for all people in the account
  • and of course, team discounts
Read-only (private) sharing

With a free account, you share your lists with people who'll be able to edit your lists. With a Pro account, you can share in the read-only mode. People can read but not edit your lists. The only case when some editing is allowed for a 'reader' is when you assign something to them. In this case even a 'reader' can add a note or attachment, but to 'his' task only (see blog post).
The option is really handy when working with many contractors, students, etc.

Look into the Share dialog options to share the list in the 'read-only' mode, or change permissions of your current team.

Assign tasks

Assign tasks to other people with the ae shortcut or @ prefix when editing a list item.

The assignees receive email notifications right after a task has been assigned to them, and each time that list item or its sub-items are changed. Search all lists by the assignee's name to see what's been assigned to that person.

Tags: extra options

Change tag color, make tags private (visible only to you), rename or merge current tags, bulk delete a tag (all its usages in all your lists).

All these actions are available in the Manage tags dialog window

Manage your tags

Due dates

Repeating tasks

Press the Repeat... button in the Due dialog window or type dr to set a repeating due pattern:

You can pause or delete a repeating task, import and export them, etc. More about repeating tasks »

Integration with calendar applications

Checkvist provides an iCalendar link which lets you integrate your calendar app with Checkvist due tasks. This links will work with any calendar application supporting iCalendar feed format: MS Outlook, Google Calendar and iCal among others.

Type dd on a selected list item to invoke the Due dialog window. Click the Calendar apps integration link to get a window for iCalendar link configuration. The time of the due events can be configured on the Notifications configuration page (it is the same time, when due notification e-mail is sent).

Please note that Google Calendar doesn't recognize TODO items.

Some instructions on integrating with a particular Calendar app can be found here.

Notifications

Due email notifications

Configure due date alerts and receive daily due dates email notifications. The notification will include only tasks which are overdue, due today, tomorrow or "asap". You can send yourself a sample notification from the profile page.

Change notifications

Watch a list and track all changes made by others. Click notifications in the toolbar of a list you want to watch, or select several lists on the Profile → Notifications. Check the notification options. After that you'll receive an email listing all changes made in the "watched" checklists, so you always know what's happening. It doesn't matter whether you are the owner, a writer or a reader of that checklist — you can use this feature even on public checklists.

Notification email about changes in a list

Go to the notifications page to set such options as email dispatch time, select whether or not to receive notifications from the archieved lists, temporarily pause all notifications, etc.

Multi-selection (bulk operations)

You can work faster and save time on repetitive operations.

1) Select several list items at once:

  • Adjasent list items with Shift-arrow
  • Sparse list items with Ctrl+ click or st (permanent or 'sticky' selection you can set with keyboard)

2) Apply the same action to all of them in one go:

  • Re-order, indent, unindent with Ctrl+↑/↓, Tab and Shift-Tab
  • Copy, cut, paste with Ctrl+C, Ctrl+X, Ctrl+V
  • Move to another list with mm
  • Set colors (priorities) 1, 2, 3, 4, 5, 6
  • Markdown formatting with mh (headings) and Ctrl+B, Ctrl+I
  • Tags tt (tag), ct (clear tags)
  • Due dates dd (set due date), cd (clear due date), as (ASAP), td (today), tm (tomorrow).
  • Assign ae (assign), ca (clear assignee)
  • Export a part of the list ex
Actions available for multi selected items

Some actions are not supported for obvious reasons: you can't sort, edit, or add new items on the different level of hierarchy at the same time.

Attachments

Attach files and embed images with a couple of keystrokes: at on the selected task, or type img: when adding/editing a task to embed an image into the text. One user can upload up to 500MB of files. More details in a 1 min demo:

Customization

Though Checkvist's UI is rather minimalistic, you still might want to change the logo, text or navigation colors. You can do all that on the profile page.

Those who are sure of their web design skills, can use the Advanced option, and re-write any part of the application's CSS.

Here are some code snippets and examples of what you can do with Checkvist CSS customization

What else?

We're adding new features all the time, and you'll get everything we implement without any 'upgrade' fees.

Subscribe or start an extendable free 14 day trial on your profile page. We'll be glad to hear your comments and help with any problems or questions, just drop us a line :)