Insert a checklist into a task

[sharonjanisch]

We have a custom application that was created for requests to our Marketing department.   They would now like to add checklists to some of the workflow tasks.  We've created some checklist templates and shared them with the assignment groups for the tasks.  So for now, they're just adding the checklist manually when they take the task. 

How can you add a checklist to a task within a workflow?   

[JP - Kyndryl · Accepted solution]

Hi Sharon,

Here is a solution from a BR:

https://www.servicenowelite.com/blog/2019/1/30/auto-generate-checklists

[sharonjanisch]

The business rule works great for our current need but I can see where they might have future items that have a lot of different tasks where they want to use the checklist.   I'm not familiar with script includes but if you have a link to the workflow method with a script include that they mentioned, would you please share that?   Thanks for your help. 

[Goran WitchDoc]

Hi Sharon,

A bit of the topic, but how about using PAD and playbook experience combined with workspaces? That would give them a much nicer look as well.

[sharonjanisch]

I am not familiar with either of these.   Can you point me to some information on them?