--- 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 from Template activity # Checklist Task from Template 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 from Template activity The Checklist Task from Template activity allows ServiceNow users to prompt agents to complete all items in a task checklist during a playbook run. This activity requires a predefined checklist template linked to the target task table. It is designed to streamline task tracking and ensure consistent completion of checklist items within ServiceNow playbooks. Show full answer Show less ## Roles and Availability This activity is available as a common activity in playbooks and can be added by users with the **admin** , **playbook.admin** , or **pdauthor** roles. ## Configuration and Inputs Key inputs for configuring this activity include: * **Checklist Template:** Reference to the checklist template to create a checklist for each run. Requires prior creation of both the checklist and its template. * **Task:** Reference to the task record to associate with the checklist. Associating a specific task ensures the checklist remains linked and persistent across playbook runs. Without this, a new private task is created for each run. * **Show SLA:** Option to display SLA countdown details on the task. * **Can Skip:** Allows agents to skip the checklist and proceed with the playbook. * **Skip Assignment Group/User:** Specifies which group or user is permitted to skip the activity if skipping is enabled. If not specified, all users can skip. Additional common playbook activity properties include labeling, descriptions, run conditions, start rules (e.g., start when stage begins or after certain activities), and optional delay before running. ## Outputs The activity outputs the associated checklist task record, which can be used as input for subsequent activities within the playbook. This enables integration and data flow between activities. ## Practical Benefits for ServiceNow Customers * Ensures agents follow a defined checklist within tasks, improving process consistency and compliance. * Flexibility to associate checklists with existing tasks or create private tasks dynamically during playbook execution. * Configurable permissions for skipping tasks help balance process rigor with operational flexibility. * Visibility into SLA status supports timely completion and better tracking of task progress. * Integration with playbook scheduling and conditions allows for sophisticated workflow orchestration. Prompt an agent to complete all items in a task checklist. The key input for this activity is the Checklist Template field under the [Inputs](https://servicenow-prod.fluidtopics.net/BWWj2Z42F~poWKI3bQh3NQ#checklist-task-activity__table_cjj_sr3_plb) section. Before you can provide this input, you must: * [Create a checklist](https://www.servicenow.com/docs/access?context=t_CreateAChecklist&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US), and * [Create a checklist template for the target task table.](https://www.servicenow.com/docs/access?context=create-checklist-template&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US) {#checklist-task-template-activity__ul_pym_wlm_d2c} ## Roles and availability {#checklist-task-template-activity__section_qym_wlm_d2c} 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-template-activity__section_rym_wlm_d2c} 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-template-activity__table_sym_wlm_d2c__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-template-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-template-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-template-activity__table_sym_wlm_d2c} ## Inputs {#checklist-task-template-activity__section_tym_wlm_d2c} 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-template-activity__table_uym_wlm_d2c__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 Template | Reference.Checklist Template \[checklist_template\] | Template for the checklist to create for each run. Before you can provide this input, you must: * [Create a checklist](https://www.servicenow.com/docs/access?context=t_CreateAChecklist&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US), and * [Create a checklist template for Visual Task Board tasks](https://www.servicenow.com/docs/access?context=create-checklist-template&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US) {#checklist-task-template-activity__ul_upm_r5x_m1c} | | 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-template-activity__table_uym_wlm_d2c} ## Additional properties {#checklist-task-template-activity__section_vym_wlm_d2c} Move stuff here. ## Outputs {#checklist-task-template-activity__section_wym_wlm_d2c} 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-template-activity__table_xym_wlm_d2c__entry__3} | Output | Type | Description | |-|-|-| | Checklist Task | Reference.Task \[task\] | Task record that updates when this activity completes. | [ ] {#checklist-task-template-activity__table_xym_wlm_d2c} ## UI Layouts {#checklist-task-template-activity__section_yym_wlm_d2c} Set properties for how the activity renders during a playbook run. *[\>]: and then