Add a task or deliverable checklist
Use a checklist to track supporting requirements or reviews associated with a task or deliverable, such as legal, compliance, or quality reviews. Unlike subtasks, checklist items let you track these activities without creating separate tasks or deliverables.
You can add multiple checklists, include items in each checklist, and mark items as completed as you progress.
Checklists are available for tasks on the Tasks page or a campaign's Plan tab, as well as for deliverables within a campaign.
Find a task or deliverable
To find the task or deliverable to which you want to add a checklist:
- In the navigation menu, click Strategy.
- Choose one of the following:
- Tasks - in the left sidebar, click Tasks to view tasks across campaigns.
- Campaign tasks - in the left sidebar, click Campaigns, open a campaign, and select the Plan tab to view its tasks.
- Deliverables - in the left sidebar, click Campaigns, open a campaign, and select the Deliverables tab to view its deliverables.
- Click the task or deliverable to open its details.
Add a checklist to a task or deliverable
To add a checklist to a task or deliverable:
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Open the Checklist tab.
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Click Add checklist.
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Enter a name for the checklist (up to 255 characters), such as Legal review, Compliance approval, or Quality check, then press Enter or click . The checklist appears on the Checklist tab.
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To add an item to the checklist, click the field next to the checkbox and enter the item name. For example, Review contract terms.
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Repeat step 4 to add more items to the checklist.
To create additional checklists, repeat steps 2 to 5.
Manage checklists and checklist items
After creating a checklist, you can:
- Complete an item - select the checkbox next to the item to mark it as completed. Clear the checkbox to mark it as incomplete.
- Rename a checklist - click next to the checklist, select Rename, and enter a new name.
- Delete a checklist - click next to the checklist, select Delete, and then click Delete in the confirmation dialog.
- Delete a checklist item - click next to the item, and then click Delete in the confirmation dialog.