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 beginRole required: it_project_user, it_project_manager Procedure Navigate to a project task. To create a checklist for the project task, click Create new in the Checklist section. Specify a name for the checklist. To remove a checklist from the project task, click the down arrow next to Checklist and select Remove Checklist. Note: This option appears when there is at least one checklist in the Checklist section. To save a checklist as a template, click the down arrow next to Checklist and select Save as Template.