Use a project task checklist

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • You can create a checklist in a project task to track items that must be completed in the task.

    Before you begin

    Role required: it_project_user, it_project_manager

    Procedure

    1. Navigate to a project task.
    2. To create a checklist for the project task, select Create new in the Checklist section and specify a name for the checklist.
    3. To remove a checklist from the project task, select the down arrow next to Checklist and select Remove Checklist.
    4. Note:
      This option appears when there is at least one checklist in the Checklist section.
      To save a checklist as a template, select the down arrow next to Checklist and select Save as Template.