---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Using checklists in Agent Workspace for HR Case Management

# Using checklists in Agent Workspace for HR Case Management {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Creating and using checklists on an HR case or task helps you resolve issues faster,
more efficiently, and with fewer errors.

The Checklists appears as a tab in the contextual side panel.

When the configuration for an HR service or HR task template has checklists, they automatically appear. Having a checklist for an HR service or HR task template ensures consistency when resolving issues. For information on configuring checklists, see [Configure an HR service](https://servicenow-prod.fluidtopics.net/wJlSpcmNBO7UKiYsv9M4OQ "Create or modify an HR service to define the request to fulfillment process for that case type. Examples of HR services include benefits enrollment, direct deposit setup, and background check requests by third-party providers.") and [Configure an HR task template](https://servicenow-prod.fluidtopics.net/S1qFsPtL5l3DVa1yOZFHMA "Create or modify an HR task template to automatically populate fields on the HR task form when that task is generated. You can configure an HR task template for an HR service or lifecycle event activity.").

Creating a checklist directly into an HR case
:   To create a checklist directly into an HR case, select Checklists.

    1. Click Add item.
       1. In Checkbox text, add instructions.
       2. Select Add link to add link text and link.
       3. Select Apply and Save.
       {#agent-ws-hr-case-mgmt-checklist__ol_krg_pcb_pzb}
    2. To rename a checklist item, select Edit. Make the required changes and select Save.
    3. To reorder a checklist item, select Edit.
       1. Select Reorder item ![Use to reorder a checklist item]().
       2. Drag and place the item at the required position.
       3. Select Save.
       {#agent-ws-hr-case-mgmt-checklist__ol_tm5_jdb_pzb}
    4. To delete a checklist item, select Remove item ![Use to remove a checklist item]().
    {#agent-ws-hr-case-mgmt-checklist__ol_fnv_lcb_pzb}

Creating a checklist directly into an HR Task
:   Create an HR task with Checklist for the HR Task Type. See .
:   Go to the legacy HR Case Management and open the task you created.
: From the Fulfillment Instructions tab, create your checklist.  
Nota:  
These types of checklists are a one-time use and only appears for the specific case or task.