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How can I add a task to a checklist?

Product Content Team
  • Updated

To add a task to a checklist to a new task, perform the following actions:

  1. On your Home page, click Tasks > Tasks. The Tasks page opens. 
  2. Click + Add new task. The Add Task window opens. 
  3. Click Assignee. The Search Assignee search box opens. In the search box, enter the employee name or employee ID to whom you want to assign this task. 
  4. In the Task Name textbox, enter the name of your task. Task Name is a mandatory field, and you must enter a task name to create a task.
  5. From the Add to checklist dropdown list, select the checklist to which you want to assign this particular task.
  6. Complete the remaining steps.
  7. Click Save Changes. Your new task is now added to a checklist.

To add a task to a checklist to an existing task, perform the following actions:

  1. On your Home page, click Tasks > Tasks. The Tasks page opens. 
  2. Under the Open tab, select the task for which you want to add to a checklist. The Task window opens.
  3. From the Add to checklist dropdown list, select the checklist to which you want to assign this particular task.
  4. Click Save Changes. Your task is now added to a checklist.

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