Before you can create a task checklist, you must have access to your Mox workspace and have a Project Manager role within the project or be a Workspace Owner or Account Owner
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• Project Managers can add, edit, delete, and reorder task checklist items in the task details panel.

• Project members can use them as their helper to check-off items. They appear in the task detail panel, on the task performer page, and on the right panel when reviewing assets in the Review tool.

Note: Checklist items can be created and edited only in the task details panel.

A task checklist item can be added to a task while in the task details panel.

Step 1: Navigate to the Home page or the Projects page of your workspace, and click on one of the projects shown. This will open your selected project.

Step 2: Click on the task that you want to add a checklist item on to open the task details.

Step 3: Click on + Add Task Checklist Item from the task details panel.

Step 4: Type in a task checklist item, and click on the checkmark to save it. The task checklist item is added.

Step 5: When you are done adding task checklist items, click Done.

Note: You can also use the Return/Enter key to quickly add checklist item rows.

Step 1: Navigate to the task containing a Task Checklist that you want to edit.

Step 2: Click the Edit button.

Step 3: Update the task checklist item and click Done.

Step 1: Navigate to the task containing a Task Checklist that you want to delete.

Step 2: Click the Edit button.

Step 3: Click on the trash can icon to the right of the task checklist item to delete an individual item, or click on Delete All to remove all task checklist items in the list.

Step 4: Click Done.

Step 1: Navigate to the task containing a Task Checklist that you want to reorder.

Step 2: Click the Edit button.

Step 3: Click the drag handle icon to the right of the task checklist item and move the item to the desired position.

Step 4: Click Done.

A task checklist item can be cleared while the task is open.

Step 1: Navigate to the task containing a Task Checklist that you want to clear.

Step 2: Click the Edit button.

Step 3: Click the X on the task checklist item that you want to clear.

Note: When restarting completed tasks, the Project Manager will need to manually clear all task checklist boxes. The task checklists do not reset when a task is restarted. The previous state is preserved.

To reuse task checklist items in future projects, save them on the project template.

Step 1: Navigate to the Home page or the Projects page of your workspace, and click on one of the existing projects shown.

(or click on + Create Project to create a brand new project for your template)

Step 2: Create your task checklist items on the desired task.

Step 3: When you have the necessary task checklist items, click on the … to select Save Project as Template. In the Save Project as Template window, type a meaningful name for the template, select which parts of the project to include in the template, and click Save.

Note: By default Task Checklists are included.

Step 4: Click Save.