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.

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      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 Analytics for Projects

                                                                                      The Zoho Projects Advanced Analytics powered by Zoho Analytics, our online reporting & business intelligence service, allows you to slice and dice your projects data. Packed with 50+ ready made reports and dashboards that assist you in tracking and ...
                                                                                    • 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 ...
                                                                                    • 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 ...
                                                                                    • Cancel Zoho Projects Subscription

                                                                                      Cancel the Subscription Plan You can cancel your subscription plan if required. Click your profile picture in the upper-right corner of the Zoho Projects top navigation band. Select Subscription Details to view the pricing details. Click Change Plan ...
                                                                                    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