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
- Navigate to Tasks.
- Select and open the task to which you want to add a checklist.
- Click the Actions button
Or scroll down to the Checklist section of the General information page. - Select Change checklist.
- Select the checklist you want to add from the Checklist drop-down list.
- 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.
- Navigate to Tasks.
- Select and open the task for which you want to replace its current checklist.
- Click the Actions button.
- Select Change checklist.
- Select the checklist you want to use instead of the current checklist from the Checklist drop-down list.
- 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.
- Navigate to Tasks.
- Select and open the task which has a checklist you want to remove.
- Click the Actions button.
- Select Change checklist.
- Click the X in the Checklist drop-down list to remove the checklist.
- Click the Save button.