What is a project checklist

A project checklist is used to make sure that none of the tasks that you included on the project planning checklist are forgotten about or left without action as they remind you of what needs to be done. Completing recurring tasks follows specific procedures and processes. For example, the entire process of hiring an employee requires completion of tasks by different assignees and departments such as HR, IT, Project Management, etc. Checklists can also be used by the QA team for test cases. Creating a project checklist for recurring processes helps the organization monitor the completion stages of administration and business cycles. Capturing all stages of a process in a checklist prevents the required steps from getting forgotten about and enables assignees to take responsibility for the completion of each task. 

To see your project checklists, go to the Projects module and click the Checklists tab in a project's page. You will be presented with a lot of valuable information. You also can create a new run directly from this page. 

You can search for a checklist run in 2 different ways: 

1. Manually – Select the relevant checklist run from the list.
2. By using filters – Use filters to help narrow down your search.

By clicking on the left side of the title, you will be taken to the Details tab of that checklist where you can then edit details of the checklist or add a new run. By clicking on the right side of the title, you will be taken to the Run Tasks tab where you can add results, assign, or share individual tasks of the checklist.

Note! Checklists created inside any of the modules can be later found in the Checklists module.