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Create tasks and use task checklists

Updated 13 October 2026

Tasks are to-dos for your team. A task can be linked to a record, such as a booking. Saved task checklists let you add the same steps to a task without retyping them.

Steps

  1. To save a reusable checklist, open Settings from your profile menu in the sidebar and go to Operations & Tasks → Task Checklists.

    Create tasks and use task checklists: step 1 in Rentibly, with Settings, Operations & Tasks, Task Checklists marked.

  2. Click + New checklist. Enter a Checklist name and, if you like, a Description.

    Create tasks and use task checklists: steps 2 and 3 in Rentibly, with Checklist name, Offered on marked.

  3. Under Offered on, choose General — every task, or Tasks linked to one module (for example Bookings).

  4. Type each step. Click + Add step for more, tick Required on steps that must not be skipped, and drag to reorder. Click Save checklist.

    Create tasks and use task checklists: step 4 in Rentibly, with + Add step, Required, Save checklist marked.

  5. To create a task, go to Tasks in the sidebar and click New Task.

    Create tasks and use task checklists: step 5 in Rentibly, with Tasks, New Task marked.

  6. Enter a Title (required). Fill in Description, Priority, Assigned To, Tags and Due Date as needed.

    Create tasks and use task checklists: steps 6, 7 and 9 in Rentibly, with Title, Description, Priority marked.

  7. To link the task, pick a Linked Module and then a Linked Record. Choose Personal for a task that is just yours. Only you and the person you assign it to can see it.

  8. Under Checklist, click Use a checklist and pick a saved checklist. You can also type a step in Add checklist item... and click Add.

  9. Click Create Task.

  10. As the work gets done, click the task, tick the finished steps and click Save Changes.

    Create tasks and use task checklists: step 10 in Rentibly, with Save Changes marked.

Good to know

  • A task gets its own copy of the steps. Editing or deleting a saved checklist only changes what future tasks get.
  • Use a checklist adds the steps after any you already have. A step with the same wording as one already on the task is not added twice.
  • Use a checklist offers the General checklists plus those for the task's linked module. Each one is labelled General or with the module's name.
  • Steps marked Required show a Required label on the task. Unlike operations, a task can still be completed with them unticked.
  • Two saved checklists can't have the same name. A checklist needs a name and at least one step.
  • Personal tasks are private to their creator and assignee. Nobody else sees them, admins included. The API for other apps doesn't include them either.
  • To change a task's status, reassign it or find it later, see "Manage tasks on the Tasks page".
  • Automations can create tasks with a saved checklist too. See "Automate work with Automations".
  • Creating, changing and deleting tasks needs the Tasks permission at Edit. Saving, editing or deleting task checklists needs the Settings permission set to Access.

Rentibly AI can help

  • It can create a task with a checklist, and update or complete one.
  • It can save or edit task checklists.

Still stuck?

Open Support from your profile menu in Rentibly, or email hello@rentibly.com — we answer fast.