Checklists · SN Doc Reader

Checklists

concept australia Updated Sep 10, 2026 1 min read c_Checklists.md

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.

[Omitted image "SampleChecklist.png"] Alt text: Sample checklist for an incident task

Enabling checklists in forms

To enable checklists, navigate to the form and add the Checklist formatter. For instructions, see Add a formatter.

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
Checklists are active by default on new instances. For instances upgrading from a previous version, the Checklist plugin must be activated.
Create a checklist
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
You can remove a checklist from a record, and delete checklist templates you no longer need.

Parent Topic:Forms in the classic environment

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---
title: Checklists
description: 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 \[task\].
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/platform-user-interface/c\_Checklists.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Forms in the classic environment, Working in the classic environment, Working in Core UI, Configure UIs and portals, Configure user experiences]
---

# Checklists

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.

\[Omitted image "SampleChecklist.png"\] Alt text: Sample checklist for an incident task

## Enabling checklists in forms

To enable checklists, navigate to the form and add the **Checklist** formatter. For instructions, see [Add a formatter](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/c_FormDesign.md).

## 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/t_ActivateChecklists.md)**
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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/t_CreateAChecklist.md)**
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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/t_DeleteAChecklist.md)**
You can remove a checklist from a record, and delete checklist templates you no longer need.

**Parent Topic:**[Forms in the classic environment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/c_UsingForms.md)