Checklists Checklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task]. For example, if a support agent is assigned an incident task to investigate a wireless issue, a checklist can be used to document the individual steps taken. Checklists are added to records after they are submitted. You cannot add a checklist as you create a record. Figure 1. Sample checklist Enabling checklists in forms To enable checklists, navigate to the form and add the Checklist formatter. For instructions, see Add a formatter. Using checklists You can add, remove, or rearrange checklist items. You can also save a checklist as a template for future use on other records. Any user can create or edit a checklist and check off completed items. Activate checklistsChecklists are active by default on new instances. For instances upgrading from a previous version, the Checklist plugin must be activated.Create a new checklistYou can create a unique checklist for each task record.Create a checklist from a templateYou can quickly create a checklist from a previously created template.Delete a checklistYou can remove a checklist from a record.Delete a checklist templateYou can delete checklist templates you no longer need.