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, click Create new in the Checklist section and specify a name for the checklist.
  3. To remove a checklist from the project task, click 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, click the down arrow next to Checklist and select Save as Template.