Find your people. Pick a challenge. Ship something real. The CreatorCon Hackathon is coming to the Community Pavilion for one epic night. Every skill level, every role welcome. Join us on May 5th and learn more here.

how to add checklist template / checklist items for each phase in the project

mohammadzey
Tera Contributor

3 weeks ago

Hi,
I want to apply checklist templates automatically for each project phase in PPM/SPM (Initiation, Planning, Execution, Closure). Is there an OOB way to do this (via Project Templates), or do I need automation (Flow Designer / Business Rule)?

Also, I tried using the “Create Checklist from Template” action in Flow Designer, but I ran into an issue: once a checklist is created, I can’t create another checklist on the same record. Has anyone faced this, or is there a recommended workaround?
0 Helpfuls
  • 976 Views
1 REPLY 1

Tanushree Maiti
Kilo Patron

3 weeks ago

Hi @mohammadzey 

 

Check this article with step by step instruction with screen shot.

How to apply (automate) a Project Template using Flow Designer

 

Also refer:

https://www.servicenow.com/community/developer-forum/how-to-display-checklist-dynamically-based-on-p...

 

https://www.servicenow.com/community/developer-forum/checklist-templates-on-task-forms/m-p/2460790

 

 

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
Linkedin:
0 Helpfuls