--- sourceDocument: Yokohama Build workflows sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/build-workflows Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Build workflows ft:clusterId : - crworkflow bundleId : - crworkflow workflow : - Creator --- # Checklist Task activity # Checklist Task activity {#ariaid-title1} Release version: Yokohama Updated January 30, 2025 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Checklist Task activity The Checklist Task activity in ServiceNow Playbooks prompts an agent to complete all items in a task checklist. It enables structured task management by defining checklist ownership, items, and naming, ensuring agents follow a consistent process within a task. Show full answer Show less ## Key Features * **Role Access:** Available as a common activity; can be added by users with admin, playbook.admin, or pdauthor roles. * **Common Properties:** Configure activity label, description, run conditions, and start rules to control when and how the activity executes within a playbook stage. * **Start Rules:** Activities can start either immediately when the stage starts or after specified activities complete, with optional delays. * **Inputs:** * **Checklist Owner:** Assigns the user responsible for the checklist. * **Checklist Items:** Defines the checklist tasks to be completed. * **Checklist Name:** Sets the display name for the checklist. * **Task Association:** Optionally link the checklist to a specific task record, allowing checklist visibility and state tracking on the task. * **Skip Options:** Configure whether agents can skip the checklist and specify which users or groups have permission to skip. * **SLA Display:** Option to show SLA countdown details related to the checklist task. * **Outputs:** Provides the updated task record reference after checklist completion, enabling data flow to other playbook activities. * **UI Layouts:** Allows customization of how the activity appears during the playbook run for better user experience. ## Practical Benefits for ServiceNow Customers This activity streamlines task execution by ensuring agents are prompted to complete all defined checklist items, improving task consistency and compliance. Linking the checklist to specific task records enhances visibility and tracking within existing workflows. The flexibility to control start conditions and skipping permissions allows tailored playbook designs suited to organizational processes. Displaying SLA information helps agents stay aware of time constraints. By leveraging this activity, customers can expect more disciplined task management, clear accountability, and improved process adherence within their ServiceNow Playbooks. Prompt an agent to complete all items in a task checklist. The key inputs for this activity are the Checklist Owner, Checklist Items, and Checklist Name fields under the [Inputs](https://servicenow-prod.fluidtopics.net/BWWj2Z42F~poWKI3bQh3NQ#checklist-task-activity__table_cjj_sr3_plb) section. ## Roles and availability {#checklist-task-activity__section_pwq_rb5_kcb} This activity is available as a common activity. Users with the admin, playbook.admin, or pd_author can add this activity to a playbook. ## Common properties {#checklist-task-activity__section_yb4_zq3_plb} These properties are common to all to activities in Playbooks. Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see [Dot-walking examples](https://www.servicenow.com/docs/access?context=dot-walking-examples&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US). {#checklist-task-activity__table_ajt_sr3_plb__entry__3} | Input | Type | Description | |-|-|-| | Label | String | Title to display as activity and playbook card. | | Description | String | Information to display about activity usage or outcome. | | Run condition | Condition Builder | Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions. Note: Show additional options to see this field. | | Start Rule | Choice | Under ScheduleStart Rule, select a start rule for when your stage should start running: * When process starts: Your stage starts running as soon as the playbook starts. * After specific stages: Your stage starts running after specified stage(s) have finished running. {#checklist-task-activity__ul_f4z_nq1_ppb}Under Schedule \> Start Rule, select a start rule for when your activity should start running: * When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered. * After specific activities: Your activity starts running after specified activities have finished running. {#checklist-task-activity__ul_zzc_3ls_m1c} | | Start with delay | True/False | Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the [Start with delay input properties](https://servicenow-prod.fluidtopics.net/ZO5_TxRewwK7XqnX5otC7A "Specify a duration of time to wait before running an activity or a stage whose start rule and conditions have been met. Give users time to act during automated playbooks. Give users time to wait for a specific date and time to complete actions."). Note: Show additional options to see this field. | [ ] {#checklist-task-activity__table_ajt_sr3_plb} ## Inputs {#checklist-task-activity__section_bgh_1r3_plb} After configuring the required inputs for your activity, you can also choose to configure additional inputs. In the side panel, select Show additional options to display these advanced inputs. For more information, see [Activity experience](https://servicenow-prod.fluidtopics.net/r014Lhz_11xoMRZZRHOzcA#activity-definitions__activity-experience). {#checklist-task-activity__table_cjj_sr3_plb__entry__3} | Input | Type | Description | |-|-|-| | Skip Assignment Group | Reference.Group \[sys_user_group\] | Group that is allowed to skip this activity when Can Skip is enabled. Note: If Can Skip is enabled, and you do not specify a Skip Assignment Groupor Skip Assigned To, all users will be able to skip this activity. | | Skip Assigned To | Reference.User \[sys_user\] | User that is allowed to skip this activity when Can Skip is enabled. Note: If Can Skip is enabled, and you do not specify a Skip Assignment Groupor Skip Assigned To, all users will be able to skip this activity. | | Checklist Owner | Reference.User \[sys_user\] | The user who owns this checklist. | | Checklist Items | String | The items you want display in your checklist. | | Checklist Name | String | The name to display for the checklist. | | Task | Reference.Task \[task\] | Reference a record to associate with the checklist activity. The checklist is also displayed in the associated task record. Note: When a specific task record is associated with the checklist, the state of the checklist does not change if you run the playbook again. When you don't provide a specific task record, a new private task record is created for each run.

| | Show SLA | True/False | Option to show SLA countdown details for the task. Note: Show additional options to see this field. | | Can Skip | True/False | Option to allow agents to skip the checklist and to continue through the playbook. | [ ] {#checklist-task-activity__table_cjj_sr3_plb} ## Additional properties {#checklist-task-activity__section_l44_5dy_m1c} Move stuff here. ## Outputs {#checklist-task-activity__section_unx_fr3_plb} These outputs can provide data to other activities in your playbook. You can access this data as activity inputs when you configure your activity: {#checklist-task-activity__table_mv2_rr3_plb__entry__3} | Output | Type | Description | |-|-|-| | Checklist Task | Reference.Task \[task\] | Task record that updates when this activity completes. | [ ] {#checklist-task-activity__table_mv2_rr3_plb} ## UI Layouts {#checklist-task-activity__id_xrs_lww_41c} Set properties for how the activity renders during a playbook run. *[\>]: and then