![]() Option 4: Planner task with checklist insideĪnother option that is similar to the one above, but with a slight variation, is to use the Planner checklist option. To familiarize yourself with Planner, click here. One thing to bear in mind is that Planner is part of Office 365 Group, so you won’t be able to create just a plan for a checklist, you will get the whole package that comes with Office 365 Groups (SharePoint Site, distribution list, calendar, Teams and so on). If you want to manage tasks for a checklist via a cool, modern and visual interface, you might want to consider creating a plan in Planner. I cover all these features in great detail in this post. Also, you can enable email notifications and create subtasks as well. Used mostly for project scheduling, you can also use it to create checklists. Option 2: SharePoint Task ListĪnother option to build a checklist is to use a Task list web part. ![]() ![]() On top of that, you can use item-level permissions to assure users only edit own entries. The modern interface of a custom list allows for a very cools way to fill in this info. Moreover, most checklists contain simple YES/NO checkboxes. You get versioning, views, ability to sort and filter. Not only you can build your form quickly by creating new columns and metadata, but you also get all the bells and whistles, courtesy of SharePoint list. The first option that I like to use is the modern SharePoint custom list. Option 1: Custom list with yes/no checkbox With this post, I would like to explain different ways you can build checklists in SharePoint and Office 365. Whatever the reason is – the checklist is a great way to standardize and track repeatable activities. Maybe you desire consistency in operations. ![]() Maybe you have a project checklist or something repeatable employees have to adhere to day in and day out. A frequent request that I get from my clients is the ability to create and track some sort of checklist in SharePoint. ![]()
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