Is there a way to report on checklist items associated with a task on a task board?

[KimLem]

I don't see checklist items as part of the standard field selections when creating reports on task boards - vtb_task.     Does anyone know of a way to report on them?

[Chuck Tomasi · Accepted solution]

Hi Kimberly,

At this point, there is not an effective way to report on checklists. I love the idea. You should consider submitting it as an enhancement request.

Enhancement requests: Tell us how you would improve the ServiceNow product

[Kiel Sanders]

Hi Kimberly

Checklists and their associated items are reportable using the [checklist] and [checklist_item] tables.   If you're trying to pull checklists associated to freeform visual task board tasks, you will want to filter the Checklist.Table value to vtb_tasks.

[Pooja Gupta]

Hi Kiel, 

I am trying to report on the Checklist template usage, i.e. confirm how many times a particular checklist item belonging to a specific Checklist Template was used. When I try to run report on the Checklist_Item table, the checklist field is not getting populated. Is there a different table I should be reporting on?

[ty_roach]

Consider another option: Checklist Pro - a ServiceNow store application.

The problem with the OOB checklists is that they are unreliable, meaning, people can change the content of the checklist item after the fact, add items, delete items, change items.  There's also no guarantee that the same checklist will appear for same situation.  There is no way to restrict who can edit the checklist or when it can be edited (like do you really want people changing checklist responses after the record has been closed).

Enter Checklist Pro.  We built Checklist Pro to solve all those problems and more.  Checklist Pro application administrators can define when checklists get created and associated with records in a table (any table - not just those that extend TASK), when these checklists can be edited, when the associated record is considered "closed" (and thus should prohibit further checklist updates).  We even added the ability to define "Required" checklist items that allow enforcement, thereby preventing a record from closing unless the required items are completed.  We've built convenience Database Views to go with the most common checklist tables, which include TASK, SYSAPPROVAL_APPROVER, CMDB_CI.

They work in the Service Portal as well as in the Classic UI.

They'll work with other Scoped Applications (like HR or SecOps or even custom scoped apps & tables).

For more information contact TyGR LLC or goto our youtube channel to see it in action.

Also - besides the classic Checkbox Item, Checklist Pro allows you to include various data types, including Textbox fields, Date, Integer, Custom Choice Lists and Reference fields.