Assign, Replace, or Remove a Checklist

Checklist offer means to track progression towards a task completion. While you can add checklists as you create a task, you can also add a checklist or change an assigned checklist after you have created your task.

This article covers the following:

• How to assign a checklist to an existing task
• How to replace a checklist currently assigned to a task
• How to remove a checklist currently assigned to a task

Assign a Checklist to an Existing Task

1. Navigate to Tasks.
2. Select and open the task to which you want to add a checklist.
3. Click the Actions button
   Or scroll down to the Checklist section of the General information page.
4. Select Change checklist.
   
   
5. Select the checklist you want to add from the Checklist drop-down list.
6. Click the Save button.

Replace a Checklist Assigned to an task

When replacing a checklist, all information noted inside the checklist such as the status of the items and the comments is removed and lost.

1. Navigate to Tasks.
2. Select and open the task for which you want to replace its current checklist.
3. Click the Actions button.
4. Select Change checklist.
5. Select the checklist you want to use instead of the current checklist from the Checklist drop-down list.
6. Click the Save button.

Remove a Checklist Assigned to a task

When removing a checklist, all information noted inside the checklist such as the status of the items and the comments is removed and lost.

1. Navigate to Tasks.
2. Select and open the task which has a checklist you want to remove.
3. Click the Actions button.
4. Select Change checklist.
5. Click the X in the Checklist drop-down list to remove the checklist.
   
6. Click the Save button.