---
sourceDocument: Zurich Build workflows
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/build-workflows

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Build workflows

ft:clusterId :

    - crworkflow

bundleId :

    - crworkflow

workflow :

    - Creator


---

# Checklist Task from Template activity

# Checklist Task from Template activity {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Checklist Task from Template activity

The Checklist Task from Template activity enables ServiceNow users to prompt agents to complete all items in a task checklist within a playbook.
It requires a pre-created checklist and checklist template tailored to the target task table.
This activity integrates with task records, allowing checklist progress to be tracked directly in associated tasks.
Show full answer Show less  

## Roles and Availability

This activity is available as a common playbook activity. Users with the **admin** , **playbook.admin** , or **pdauthor** roles can add and configure it within playbooks.

## Configuration and Inputs

The activity supports several configurable inputs to tailor its behavior:

* **Label and Description:** Titles and informational text for display in the playbook UI.
* **Run Condition:** Conditions controlling when the activity or stage runs, based on prior data.
* **Start Rule:** Defines timing for starting the stage or activity, either at playbook start, after specific stages or activities, or with a delay.
* **Checklist Template:** Specifies the checklist template used to generate the checklist for each run. This requires prior creation of a checklist template for the relevant task table.
* **Task Reference:** Associates the checklist with a specific task record. Without this, a new private task is created each time the playbook runs.
* **Show SLA:** Optionally displays SLA countdown details for the checklist task.
* **Can Skip:** Allows agents to skip the checklist activity and continue the playbook, with optional specification of which users or groups have skip permission.

## Outputs

The activity outputs the associated checklist task record, which can be used as input for subsequent activities within the playbook, enabling seamless data flow and tracking.

## Practical Benefits for ServiceNow Customers

* Enables structured task completion through predefined checklists, improving consistency and compliance.
* Integrates checklist status directly with task records, facilitating monitoring and reporting.
* Supports flexible scheduling and conditional execution within playbooks to fit diverse workflows.
* Provides control over who can skip checklist items, preserving workflow integrity while allowing flexibility.

By using this activity, customers can ensure agents follow important steps within their tasks, maintain accountability, and enhance process automation through ServiceNow Playbooks.  
Prompt an agent to complete all items in a task checklist.
The key input for this activity is the Checklist Template field under the [Inputs](https://www.servicenow.com/docs/~WqXqRLGME7lKpf3P4dIQg#checklist-task-activity__table_cjj_sr3_plb) section. Before you can provide this input, you must:

* [Create a checklist](https://www.servicenow.com/docs/access?context=t_CreateAChecklist&version=zurich&pubname=zurich-platform-user-interface&ft:locale=en-US), and
* [Create a checklist template for the target task table.](https://www.servicenow.com/docs/access?context=create-checklist-template&version=zurich&pubname=zurich-platform-user-interface&ft:locale=en-US)
{#checklist-task-template-activity__ul_pym_wlm_d2c}

## Roles and availability {#checklist-task-template-activity__section_qym_wlm_d2c}

This activity is available as a common activity. Users with the admin, playbook.admin, or pd_author can add this activity to a playbook.

## Common properties {#checklist-task-template-activity__section_rym_wlm_d2c}

These properties are common to all to activities in Playbooks.  
Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see [Dot-walking examples](https://www.servicenow.com/docs/access?context=dot-walking-examples&version=zurich&pubname=zurich-platform-user-interface&ft:locale=en-US). {#checklist-task-template-activity__table_sym_wlm_d2c__entry__3}

| Input | Type | Description |
|-|-|-|
| Label | String | Title to display as activity and playbook card. |
| Description | String | Information to display about activity usage or outcome. |
| Run condition | Condition Builder | Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions. Note: Select Show additional options to see this field. |
| Start Rule | Choice | Under ScheduleStart Rule, select a start rule for when your stage should start running: * When process starts: Your stage starts running as soon as the playbook starts. * After specific stages: Your stage starts running after specified stage(s) have finished running. {#checklist-task-template-activity__ul_f4z_nq1_ppb}Under Schedule \> Start Rule, select a start rule for when your activity should start running: <!-- --> * When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered. * After specific activities: Your activity starts running after specified activities have finished running. {#checklist-task-template-activity__ul_zzc_3ls_m1c} |
| Start with delay | True/False | Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the [Start with delay input properties](https://www.servicenow.com/docs/0bU5ECLrTgx0LIrj6BCf~w "Specify a duration of time to wait before running an activity or a stage whose start rule and conditions have been met. Give users time to act during automated playbooks. Give users time to wait for a specific date and time to complete actions."). Note: Select Show additional options to see this field. |
[ ]

{#checklist-task-template-activity__table_sym_wlm_d2c}

## Inputs {#checklist-task-template-activity__section_tym_wlm_d2c}

After configuring the required inputs for your activity, you can also choose to configure additional inputs. In the side panel, select Show additional options to display these advanced inputs. For more information, see [Activity experience](https://www.servicenow.com/docs/hC2JPXxYVpwMpyvSURl_5w#activity-definitions__activity-experience). {#checklist-task-template-activity__table_uym_wlm_d2c__entry__3}

| Input | Type | Description |
|-|-|-|
| Skip Assignment Group | Reference.Group \[sys_user_group\] | Group that is allowed to skip this activity when Can Skip is enabled. Note: If Can Skip is enabled, and you do not specify a Skip Assignment Groupor Skip Assigned To, all users will be able to skip this activity. |
| Skip Assigned To | Reference.User \[sys_user\] | User that is allowed to skip this activity when Can Skip is enabled. Note: If Can Skip is enabled, and you do not specify a Skip Assignment Groupor Skip Assigned To, all users will be able to skip this activity. |
| Checklist Template | Reference.Checklist Template \[checklist_template\] | Template for the checklist to create for each run. Before you can provide this input, you must: * [Create a checklist](https://www.servicenow.com/docs/access?context=t_CreateAChecklist&version=zurich&pubname=zurich-platform-user-interface&ft:locale=en-US), and * [Create a checklist template for Visual Task Board tasks](https://www.servicenow.com/docs/access?context=create-checklist-template&version=zurich&pubname=zurich-platform-user-interface&ft:locale=en-US) {#checklist-task-template-activity__ul_upm_r5x_m1c} |
| Task | Reference.Task \[task\] | Reference a record to associate with the checklist activity. The checklist is also displayed in the associated task record. Note: When a specific task record is associated with the checklist, the state of the checklist does not change if you run the playbook again. When you don't provide a specific task record, a new private task record is created for each run. <br /> <br /> |
| Show SLA | True/False | Option to show SLA countdown details for the task. Note: Select Show additional options to see this field. |
| Can Skip | True/False | Option to allow agents to skip the checklist and to continue through the playbook. |
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{#checklist-task-template-activity__table_uym_wlm_d2c}

## Additional properties {#checklist-task-template-activity__section_vym_wlm_d2c}

Move stuff here.

## Outputs {#checklist-task-template-activity__section_wym_wlm_d2c}

These outputs can provide data to other activities in your playbook. You can access this data as activity inputs when you configure your activity: {#checklist-task-template-activity__table_xym_wlm_d2c__entry__3}

| Output | Type | Description |
|-|-|-|
| Checklist Task | Reference.Task \[task\] | Task record that updates when this activity completes. |
[ ]

{#checklist-task-template-activity__table_xym_wlm_d2c}

## UI Layouts {#checklist-task-template-activity__section_yym_wlm_d2c}

Set properties for how the activity renders during a playbook run.

*[\>]: and then