Using checklists in Agent Workspace for HR Case Management

---
title: Using checklists in Agent Workspace for HR Case Management
description: Creating and using checklists on an HR case or task helps you resolve issues faster, more efficiently, and with fewer errors.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/agent-ws-hr-case-mgmt-checklist.html
release: australia
product: Agent Workspace for HR Case Management
classification: agent-workspace-for-hr-case-management
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Agent Workspace for HR Case Management contextual side panel, Use, Agent Workspace, HR Service Delivery, Employee Service Management]
---

# Using checklists in Agent Workspace for HR Case Management

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.

\[Omitted image "agent-ws-hr-checklist.png"\] Alt text: Checklists tab in contextual side panel showing checklist items for HR case resolution

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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/configure-hr-service.md) and [Configure an HR task template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/configure-hr-task-template.md).

-   **Creating a checklist directly into an HR case**

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

    1.  Select **Add item**.
        1.  In **Checkbox text**, add instructions.
        2.  Select **Add link** to add link text and link.
        3.  Select **Apply** and **Save**.
    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** \[Omitted image "item-reorder.png"\] Alt text:.
        2.  Drag and place the item at the required position.
        3.  Select **Save**.
    4.  To delete a checklist item, select **Remove item** \[Omitted image "item-remove.png"\] Alt text:.
-   **Creating a checklist directly into an HR Task**

    Create an HR task with **Checklist** for the **HR Task Type**.

    Go to the legacy HR Case Management and open the task you created.

    From the **Fulfillment Instructions** tab, create your checklist.


**Note:** These types of checklists are a one-time use and only appears for the specific case or task.