Previous Topic: View Project Task Status Information in the Project ChecklistNext Topic: Copy Key Tasks to Projects


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.

Follow these steps:

  1. Open the project and the task.
  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.

  3. (Optional) You can copy the tasks from the PMBOK® Guide Project Planning Checklist Template project template to a project that does not already have them.

More information:

Project Checklist Portlet

PMBOK Dashboard

PMBOK Project Tasks

PMBOK Project Templates