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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Use a project task checklist

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.

  5. Save a checklist as a template
    After you create a checklist on a project task, you can save it as a template and reuse it on other tasks.

Parent Topic:Create a project task from a project

Related topics

Project task checklists

Save a checklist as a template