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 bottom navigation bar and create Checklist templates by clicking New Template.

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

The option to mark a checklist as a template is available only to the Portal Owner and Admins.
  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.

Managing Checklist templates

The Checklist templates can be managed only by the Portal Owner and Admins. Other members of the portal can only view, but will not be able to manage the Checklist templates.
 
Please follow the steps below to update & delete 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.

Uninstall the extension

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

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • DocuSign for Zoho Projects

                                                                                            The DocuSign extension for Zoho Projects provides users with the e-signature functionality required to quickly complete approvals and agreements. With this extension, you can send documents, view their signing status, and even revoke the document ...
                                                                                          • Zoho Vault for Zoho Projects

                                                                                            Zoho Vault is an online password manager for teams. If you are struggling with remembering numerous passwords, Zoho Vault can keep them safe for you. It helps to store, share, and manage your passwords from anywhere. Zoho Vault is the best way to ...
                                                                                          • Zoho Notebook extension for Zoho Project

                                                                                            Create notes, checklists, and file cards with the Zoho Notebook extension from within Zoho Projects. Install Zoho Notebook extension Navigate to   > Marketplace > All.  Search for Zoho Notebook for Zoho Projects and click on it. Click Install. Verify ...
                                                                                          • Getting Started with Zoho Projects

                                                                                            Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. What Does ...
                                                                                          • SharePoint Extension for Zoho Projects

                                                                                            SharePoint is a web based document management and storage platform that allows users to collaborate and work on documents with ease. The SharePoint extension for Zoho Projects allows users to associate SharePoint drives and folders with their ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources