New Project Workspace and Checklists

[Raymond Coates]

I was working on a new project template and couldn't find a UI element for the Checklist in the New Project Workspace.  Is this not ready yet, or is there another way to create checklists now?

Thank you.

[Alpa82]

Hi @Raymond Coates I found a checklist on the side as on the screenshot below

[Nicol_s2]

Hello Alpa

Could you share the name or ID of that component? I'm looking for a similar solution, but my Side Bar only has attachments by default, and I can't seem to find a component that looks like that. Could it be custom?

A screenshot of the UI Builder setup would also be really helpful.

Thanks in advance!

[Raymond Coates]

Thank you @Alpa82.  It looks like there is a possibility for this.  I'm using Washington right now, so that might be a difference.  Do you recall which version your instance is on?

[Alpa82]

Hi @Nicol_s2  and @Raymond Coates , I use Xanadu, I cannot find in the system where this is configured, I believe it was already there on the PDI after installing the PM related plugins. I cannot find any article on this feature also in the SN docs. In the UI16 the checkbox feature, it was possible to save the checklist as a template and apply it then on the demands/projects/tasks, but here I do not see the option to be present.

I would be interested if anyone has any experience in using this checklist and could advise if created checklist can be saved and then automatically applied, for example on all projects whenever the project is created.
I could find only instructions on the Project task checklist
Create checklist items for a project task