Microsoft Projects Checklist

Question

Hi community

I have an issue with my newly made Microsoft projects board. I am working on upgrading our overview with a timeline and resource allocation with Microsoft projects. Earlier we used a simple teams board. I noticed that in my old overview the checklist inside each task is shown but in the new board they are not. How can this be changed? We are relying on these checklist to make sure that the project is on track and it gives the overview a much more clear and visual way to interact.

Answer 1

Hi kristianhou,

Thank you for your further reply and cooperation.

After my test and based on your description, I can also repro this situation as it is indeed related to the interface difference between the Plan 1 made plan and Plan 3 made plan.

If the plan is made with Plan 1, it is actually a basic Planner plan with advanced feature with basic interface instead. If the plan is made with Plan 3 in Project for the web, it is actually **a premium plan with advanced interface and features.**You can go to Planner for Web (https://planner.cloud.microsoft/) to confirm this point as well:

 

Here is also my test result as reference for you, it is indeed when you access the premium plan the checklist will not show on the board view of task, while in basic plan or view task in basic view of the plan, the checklists can be show in task as there’s a specific setting called Show on card in basic plan to show the checklists:

Premium view:

Basic view and settings:

Due to this situation, I fully understand the convenience and necessity of being able to view the checklists on card with Project Plan 3 made plan, for this situation you’ve encountered, I again apologize about it. In that case, I sincerely you can report this issue to the Microsoft Product Team as they have advance permission and resources of Microsoft Products than us moderators, and they constantly check customer reviews and feedback. And a lot of the features are fixed and improved based on customer feedback.

If you are an admin, I recommend you report this issue to contact Microsoft Support by following steps from this link: Get support - Microsoft 365 admin | Microsoft Learn to raise a support ticket from admin center or calling the phone support to contact Microsoft Support: Customer service phone numbers - Microsoft Support.

If you are not an admin, you can contact your admin to contact Microsoft support. You can look for the way to find your admin through this link: How do I find my Microsoft 365 admin? - Microsoft Support.

Please notice and accept my apologies that as moderators in the community, we are not supported for the product design and have limited resources for the advanced info for Microsoft products. To help you report this situation and send your feedback to the related development team, we have redirected you to the correct path.

Greatly Appreciate for your patience and understanding, and Hopefully Microsoft will make improvements soon.

Hope you having a nice day and wish you all the best as well! 😊

Sincerely,

Harry | Microsoft Community Moderator

Answer 2

1. The issue with missing checklist is in a project i started using plan 1. Now I am plan 3. Its happening to plans created with this Microsoft projects plan. When I open an old teams board, created by someone not in Microsoft projects, the checklist is there. See picture.
2. I am the only one with a Microsoft projects access in my team. Everyone else is working in a regular teams board, shown in pictures as the one where checklist is visible.
3. Yes. See attached pics. You can see in the first picture that “prepare facilities” have 3 checklist items; “1, 2, 3”. In the second picture the “Template” task is clearly showing the checklist without the need to go into the specific task.

Could this be an interface prioritization issue? I can see that if I edit a task to 50% complete it shows that without the need to open the task. The picture below is taken from a Microsoft projects plan 3 made plan.

Answer 3

Hi kristianhou,

Greetings. Thank you for posting the thread to our community.

I understand your concern, if my understanding is right, it seems the checklist option does not appear in Project for the web on your side. For the situation you’ve encountered, I do understand the inconvenience caused and feel very sorry about it.

In that case, to narrow down your situation and identify the root cause of your issue, May I confirm the following information with you?

1. May I confirm whether the issue happens to a specific plan or all the plans on your side?
2. May I confirm whether your colleagues have the same issue or not?
3. Could you please provide me a screenshot of the new board situation you’ve encountered and the old overview as well?

Appreciate your understanding that sometimes the initial reply may not resolve the situation very soon. However, we can work together to narrow down and resolve the situation. Please kindly provide the requested information so that I can work further. And Thank you in advance for your cooperation!

Hope you having a nice day and really much warm regards to you as well. 😊

Sincerely,

Harry | Microsoft Community Moderator