Using checklists in HR Service Delivery Agent Workspace

concept australia Updated Sep 10, 2026 1 min read agent-ws-hr-checklists.md

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

Creating a checklist directly into an HR case

To create a one-time checklist directly into an HR case, create the case in HR Service Delivery Agent Workspace.
- Go to the platform HR Case Management and open the case you created.
- Scroll down and select the down arrow and select Create New.[Omitted image "checklist-create-new.png"] Alt text: Checklist section with Create New option in HR case form
- Enter instructions.
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.

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---
title: Using checklists in HR Service Delivery Agent Workspace
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-checklists.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: [Create a task for a case using Agent Workspace for HR Case Management, Use, Agent Workspace, HR Service Delivery, Employee Service Management]
---

# Using checklists in HR Service Delivery Agent Workspace

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 one-time checklist directly into an HR case, create the case in HR Service Delivery Agent Workspace.

- Go to the platform HR Case Management and open the case you created.
- Scroll down and select the down arrow and select **Create New**.\[Omitted image "checklist-create-new.png"\] Alt text: Checklist section with Create New option in HR case form
- Enter instructions.
- **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.