Create a new checklist

You can create a unique checklist for each task record.

Before you begin

Have a user with the personalize_form role enable checklists for the form.

Role required: none


  1. Navigate to a record that does not already contain a checklist.
  2. Click the down arrow beside the Checklist formatter.
  3. Select Create new.
  4. Click Add Item.
  5. Enter text for the checklist item.
  6. Press the Enter key to add the checklist item.
  7. Create as many additional checklist items as desired.
  8. (Optional) Click the minus (-) icon to delete a checklist item.
  9. (Optional) Click the drag icon (Drag icon) and drag a checklist item to a different position in the list.
  10. (Optional) Save the checklist as a template for easy reuse.
    1. Click the down arrow beside the Checklist formatter.
    2. Select Save as Template.
      A dialog box appears.
    3. Enter a descriptive template name to identify the checklist.
      When a user creates a checklist from a template, all templates are listed in alphabetical order and there is no way to filter which templates appear. To provide a better user experience, consider implementing a naming system for checklist templates. For example, include the name of the table or another identifier to clarify how the checklist should be used.
    4. From the User Group list, select a group to limit the checklist template to.
      Only members of the selected group and the user who created the checklist can use the checklist as a template. Leaving this field blank prevents anyone but the template creator to use the checklist template.
    5. Click Save.
  11. Save the form.