---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create a workplace task checklist

# Create a workplace task checklist {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can create a unique checklist for each workplace task template in Workplace Core. You can also quickly create a checklist from an
existing checklist template.

## Before you begin

Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

## About this task

Ensure that you have the following:

* A workplace task template already created in the application, if you are adding a checklist for a workplace task template.
* A workplace task already created in the application, if you are adding a checklist for a workplace task.
{#create-workplace-task-checklist__ul_m1y_bjh_ntb}

You can also create checklists for individual workplace task records.{#create-workplace-task-checklist__p_tcc_nfg_h1c}

## Procedure

1. Create a checklist to be included in all tasks using the same template or add a checklist to a specific task.

   | Option | Steps |
   | Checklist for workplace task template | 1. Navigate to Workplace Safety ManagementWorkplace TasksWorkplace Task Templates. 2. In the list, select to open the template to which you want to add the checklist. {#create-workplace-task-checklist__ol_nln_tnr_rlb} |
   | Checklist in a specific workplace task | 1. Navigate to Workplace Safety ManagementWorkplace Tasks. 2. In the list, select the task to which you want to add the checklist. {#create-workplace-task-checklist__ol_vf4_vnr_rlb} |
   |-|-|

   {#create-workplace-task-checklist__choicetable_ggh_smr_rlb}
2. In the Checklist section, select the down arrow (![Checklist icon]()) beside the Checklist formatter.
3. Add a checklist.
   * If you are creating a new checklist, select Create new.
   * If you are using an existing checklist template, select Create from template and select a template.
   {#create-workplace-task-checklist__choices_zjp_sdr_rlb}
4. Add a checklist item.
   1. Select the Add item icon (![Add item icon]()) and enter text for the checklist item.
   2. Press the Enter key to add the checklist item.

   {#create-workplace-task-checklist__substeps_o13_ylr_rlb}  
   Add as many additional checklist items as desired.
5. **Optional:** Delete unwanted checklist items by selecting the delete item icon (![delete item icon]()).
6. **Optional:** Change the order of checklist items by selecting the drag icon (![drag icon]()) and dragging the item to a different position in the list.
7. Select Update.
{#create-workplace-task-checklist__steps_ucc_nfg_h1c}

## Result

* If you created the checklist for a workplace task template, any task created using this workplace template will also contain this checklist.
* If you created the checklist in a workplace task form, the checklist will be part of only that task.
{#create-workplace-task-checklist__ul_vjc_p5r_rlb}

## What to do next

You can [save the checklist as a template](https://servicenow-prod.fluidtopics.net/ps0Udl2iTmr3kwsc74u7Gg "You can save a Workplace Core workplace task checklist as a template for easy reuse. A template saves time by adding checklist items automatically in a record where you use it.") for easy reuse, if required.
* **[Save a workplace task checklist as a template](https://servicenow-prod.fluidtopics.net/GEjf7QQ2OxhPJDzXXq7b1A)**   
  You can save a Workplace Core workplace task checklist as a template for easy reuse. A template saves time by adding checklist items automatically in a record where you use it.

*[\>]: and then