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

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.
   

5. Click Create Item.
   
6. 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.
   

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 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 Yes.
   

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.
   

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 iconbeside 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.
   

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.
   

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 on the Extension 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. If you have templates created already, all the templates will be listed.
4. Click More icon on a specific template to rename or delete it.
   

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to Marketplace > All.
   
3. Click Installed.
   
4. Click Checklist for Zoho Projects.
   
5. Click Uninstall.