Checklist for Zoho Projects | Online Help | Zoho Projects

Checklist for Zoho Projects

The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create checklist templates that can be used in any of your tasks and issues and save time. Also, any existing checklist can be marked as a new template. This will reduce the number of subtasks you need to create for your project or work item. Let us learn how to use this extension in detail.

Installing Checklist for Zoho Projects to your portal

  1. Navigate to  > Marketplace > All.
  2. Search for Checklist for Zoho Projects and click on it.
  3. Click Install.
  4. Agree to the terms of service and click Install.
  5. Under the General section, select the profiles, projects, and users you want the extension to be shared with or given access to.
  6. Agree to the terms of use.
  7. Click Install Extension.

Accessing the extension

  1. Navigate to the Tasks or Issues module of your project in your portal after you install the Checklist extension.
  2. Open a task or issue and scroll down to the extension tab in the bottom panel.
  3. Click Checklist.

You can also access the extension from the top band and create Checklist templates.

How does Checklist work?

You will be able to create a to-do list for the current task or issue with this extension. You can also use Checklist templates while creating new to-do lists. Here's how you create and manage the work items.

Creating a checklist

  1. Navigate to the Tasks or Issues module of your project.
  2. Open a task or an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. Click Pick from Template or New Checklist.
    1. Upon clicking Pick from Template, select the desired template from the list and click Add.
    2. Upon clicking New Checklist, enter a Checklist Name and click Save.
  1. Click Create Item.
  2. Enter the details of the item and click Save. To exit, click Cancel. An item will be created.
    1. To add more items, repeat the above steps as needed.
    2. To add bulk items, copy and paste multiple items from a spreadsheet and click Save.

Deleting a checklist

  1. Navigate to the Tasks or Issues module of your project.
  2. Open a task or an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. Click the More icon beside a checklist's name.


  1. Click Delete to remove the checklist permanently.
    • On deletion a checklist, all the items associated with the checklist will also be deleted permanently. The data cannot be recovered.
  1. Click Yes.

Updating a checklist

  1. Navigate to the Tasks or Issues module of your project.
  2. Open a task or an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. Click the More icon  beside a checklist's name.
  5. Click Rename.
  6. Modify the checklist's value as necessary and click Save. To exit, click Cancel.

Marking a checklist as a template

  1. Navigate to the Tasks or Issues module of your project.
  2. Open a task or an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. Click the More icon  beside a checklist's name.
  5. Click Mark as template.

Editing a work item

  1. Navigate to the Tasks or Issues module of your project.
  2. Open a task or an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. To edit a specific work item that is associated with a checklist, hover over the work item and click it. The edit mode will be enabled.
  5. Modify the work item as necessary and click Save. To exit, click Cancel.
You can rearrange the work items by dragging them up or down.

Deleting a work item

  1. Navigate to the Tasks or Issues module of your project.
  2. Open a task or an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. Hover over a work item and click the trash icon .
  5. You will not be able to recover a work-item you delete.

Changing the status of a work item

  1. Navigate to the Tasks or Issues module of your project.
  2. Open a task or an issue and scroll down to the bottom panel.
  3. Click Checklist.
  4. Click the checkbox of the work item to mark it complete.
  5. Click the  icon to view the details of who completed a work item and when.

Uninstall the extension

  1. Navigate to  > Marketplace > All.
  2. Click Installed.
  3. Click Checklist for Zoho Projects.
  4. Click Uninstall.

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