Create checklist items for a project task

  • Release version: Xanadu
  • Updated January 2, 2025
  • 1 minute to read

    • Create checklist items for a project task to track items to be completed in the task.

    Before you begin

    Role required: it_project_user, it_project_manager

    Procedure

    1. Open a project from the planning page of Project Workspace.
      For information on how to navigate to the planning page, see Access the new Project Workspace.
    2. Navigate to a project task.
    3. From the Planning page, select Add items in the Checklist section and enter a name for the item.
      You can also add checklist items from Details page. Select project tasks and then select the checklist icon (checklist-icon.) from the side panel to add checklist items. You can add, edit, organize, or remove checklist items as needed.
    4. Select Save to save the checklist items.
      To edit a checklist item for a task, select Edit in the checklist section. This option appears when there is at least one checklist in the Checklist section. To remove a checklist from the project task, select the Edit and select remove item icon (remove-icon.).