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

Create checklist items for a project task

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 Project Workspace.

  2. Navigate to a project task.

  3. Select project tasks and then select the checklist icon (

Image omitted: task-checklist-icon.png
checklist-icon.\) from the side panel to add checklist items.
You can add, edit, organize, or remove checklist items as needed.
  1. Create a checklist item by entering the checklist name and press enter.

  2. Select Save to save the checklist items.

    To edit a checklist item for a task, select edit item icon (

Image omitted: icon-edit-item-checklist.png
edit-item-checklist-icon.\) in the checklist section. This option appears when there is at least one checklist in the Checklist side panel. To remove a checklist from the project task, select remove item icon \(\[Omitted image "remove-checklist-item-icon.png"\] Alt text: remove-icon.\).

Parent Topic:Managing projects with Project Workspace

Related topics

Project task checklist items