---
sourceDocument: Yokohama ServiceNow AI Platform user interface
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/platform-user-interface

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama ServiceNow AI Platform user interface

ft:clusterId :

    - platux

bundleId :

    - platux

workflow :

    - Platform


---

# Checklists

# Checklists {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Checklists provide a simple way to track the progress of
tasks without creating additional records. Checklists can be added to the form view of any
table that extends Task \[task\].

For example, if a support agent is assigned an incident task to investigate a wireless
issue, a checklist can be used to document the individual steps taken.

Checklists are added to records after they are submitted. You cannot add a checklist as
you create a record.  
Figure 1. Sample checklist

## Enabling checklists in forms

To enable checklists, navigate to the form and add the
Checklist formatter. For instructions, see [Add a formatter](https://www.servicenow.com/docs/access?context=c_FormDesign&version=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US).

## Using checklists

You can add, remove, or rearrange checklist items. You can also save a checklist as a
template for future use on other records. Any user can create or edit a checklist
and check off completed items.
* **[Activate checklists](https://servicenow-prod.fluidtopics.net/u~MqHfJ4XjWwf0Ibhu7iUA)**   
  Checklists are active by default on new instances. For instances upgrading from a previous version, the Checklist plugin must be activated.
* **[Create a checklist](https://servicenow-prod.fluidtopics.net/SiicyZom3MwVh8btAX1WDA)**   
  You can create a unique checklist for each task record. You can quickly create a checklist from a previously created template.
* **[Delete checklist or a template](https://servicenow-prod.fluidtopics.net/dx8IvJos_chyHoSPvcFn_g)**   
  You can remove a checklist from a record, and delete checklist templates you no longer need.