Project task checklists
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- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Project Portfolio Management
A project task checklist gives you the ability to track activities that must be completed on a task.
For a project task to be considered complete, you can track activities that do not require separate subtasks. For example, you have a human resources-related project that includes a task for interviewing candidates. You can also track booking a meeting room or getting an interview confirmation from the candidate. Create a checklist item for each and mark when they have been completed.
Checklist items do not have start or end dates, nor do they track effort or cost. By default, a checklist item record provides only a name and a Complete field, which can be set to true or false. The state of the project task is independent of the state of the Complete field on the checklist item.
Checklists, as well as tasks, are copied into a project template. You also have access to all checklist templates from any project task form.
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- Project task relationships and dependencies
The Project Management application enables you a create parent-child relationships between tasks and dependencies, such as finish-to-start and finish-to-finish, between tasks.
- Scheduling conflicts between project tasks
Scheduling conflict helps you to identify project tasks that are not honoring dependencies. A scheduling conflict occurs when one project task prevents other task from starting on the specified date because of dependencies or constraint types.
- Create a project task
You can create project tasks in various ways, even from other applications in the instance.
- Create a milestone
A milestone is a project task with a duration of zero (0). Use milestones to mark key dates in your project, such as key decision points, approvals, and holidays. Milestones are treated like any other project task and you can create dependencies between tasks and milestones.
- Change requests and project tasks
Large-scale changes approved by your change approval board (CAB) require new or existing projects to be implemented.
- Accept or reject project task notifications
Approve or reject the changes in a notification for an external soft dependency.
- Task resources
Resources are the individuals or groups assigned to perform tasks and subtasks in Project Management.