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Include Project Tasks in the Project Checklist

Projects created using the PMBOK® Guide Project Planning Checklist Template project template include project tasks that are, by default, displayed in the project checklist. The project checklist in the Project Checklist portlet is displayed on the project dashboard page.

If the project tasks have the Project Checklist field selected, specifies the task as a project checklist item. The Project Checklist field displays on the task properties page.

New tasks you create from PMBOK Guide projects are not included in the project checklist by default. Use the following procedure to include them in the checklist.

See the Project Management User Guide for more information.

Follow these steps:

1. Open the project and the task.

   The properties page appears.

2. Complete the following fields, and save:

   Project Checklist

   Specifies to include the task in the Project Checklist portlet. The portlet displays on the project dashboard page. When selected, the task is included in the list.

   Default: Cleared

   Comments

   Defines the comments related to the task. When the Project Checklist field is selected and the task is saved, the comments in the field are displayed with the task in the Project Checklist portlet on the dashboard.

   Limits: 80 characters

   The task is included in the project checklist.

More information:

Project Checklist Portlet

Dashboard

Project Templates

Project Tasks