Note: The Checklists and templates once created can be used across all the projects in your account.

Installing the extension

You can install the Checklist for Zoho Projects extension either from the Zoho Marketplace or from within your Zoho Projects.

1. Navigate to  > Marketplace > All Apps.
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. Click Save Changes.
   
   
7. Agree to the terms of use.
   
8. Click Install 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.
   The extension can be accessed by clicking next to the subtabs.
   
   

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.
   Users must create their own templates and then select them to create new checklists.
   
2. Upon clicking New Checklist, enter a Checklist Name and an item name and click Add more items.
   The checklist will be created and you will be taken to add more work items.
3. 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  icon beside a checklist's name.
   
   
5. 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.
   
6. Click Delete in the warning pop-up. To exit, click Cancel.
   
   

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  icon beside a checklist's name.
   
5. Click Rename.
   
   
6. Modify the checklist's name as necessary and click Save. To exit, click Cancel.

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  icon beside a checklist's name.
   
5. Click Mark as 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. 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.

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  icon.
   You will not be able to recover a work item you delete.
   
   

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.
   
   

Managing Checklist templates

1. Click the   icon given in the bottom navigation bar.
   
2. Select Checklist extension from the list.
   You'll find the New Template option, using which you can create Checklist templates. 
3. Enter a Checklist Name and an Item name and click Add more items.
   The checklist will be created and you will be taken to add more work items.
   
   
4. If you already have created templates, they will be listed.
   
5. Click the  icon on a specific template to rename or delete it.
   
   

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