Project task checklist items

  • Release version: Xanadu
  • Updated January 2, 2025
  • 1 minute to read
  • Track the activities that must be completed on a task using the project task checklist items.

    For a project task to be considered complete, you can track activities that do not require separate sub tasks. For example, you have a human resources-related project that includes a task for interviewing candidates. You can also track booking a meeting room or getting an interview confirmation from the candidate. Create a checklist item for each and mark when they have been completed.

    Checklist items do not have start or end dates, nor do they track effort or cost. By default, a checklist item record provides only a name with a check box, which can be selected or unselected. The state of the project task is independent of the state of the checklist items.

    Checklists, as well as tasks, are copied into a project template. You also have access to all checklist templates from any project task form.