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Add a checklist to a task in MS Project 2016

Anonymous
2020-03-10T21:47:49+00:00

Hello,

I am trying to add a checklist to a task. Basically what I need to do is to set requirements that need to be met in order to consider a task completed. For example (a silly one): the task "clean up my desk" needs to meet the following criteria to be completed: "desk is shining" and "soap and cleaning tools are back in their place".

I noticed that office 365 / Planner has this feature (see https://support.office.com/en-us/article/add-a-checklist-to-a-task-627482a7-3644-41b2-abe0-a2cd23a6a9e5) but I cannot find it anywhere in MS Project 2016.

Could you please help me to find this feature or let me know how I could achieve the same goal with other features?

Thank you!

Microsoft 365 and Office | Access | For home | Windows

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John Project 49,705 Reputation points Volunteer Moderator
2020-03-11T18:23:25+00:00

Matias1974,

Project doesn't have checklists. The closest thing is the Notes field where you can include additional information about a task, you could even create a bulleted list but you won't be able to impact the task itself (e.g. start, duration, finish, etc.) by changing entries in the Notes.

Unfortunately the Notes field cannot be fully displayed, as a field column in the view, if there are multiple lines of text. But what you can do is to create a value list in a text field such as in the following:

Then in the Gantt Chart view, activate the selection list for the customized field like this

Now you effectively have a checklist.

Hope this helps.

John

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  1. Anonymous
    2020-03-12T16:27:26+00:00

    Thank you Trevor, I understand. That is the approach I was using but I found that the project plans become too much cluttered. So I was trying to find an alternative way and came across checklists in MS Project for Windows 365. I thought it would be a nice feature to have in the desktop version.

    Best regards

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  2. Anonymous
    2020-03-11T12:56:05+00:00

    I tried looking on MS Project 2016, and see if there’s a planner or checklist, but I didn’t get any luck. Let’s check with other experts and hope they can find anything that may help.

    Have a great day!

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  3. Anonymous
    2020-03-10T22:06:59+00:00

    Thank you Anna for your time to reply.

    I also came across that article! That is the kind of feature that I would love to use, but unfortunately it is only available in Office 365 - Planner. I cannot find anything similar in MS Project 2016 (desktop) :(

    Best

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  4. Anonymous
    2020-03-10T22:00:48+00:00

    Hi Matias,

    I’m Anna, an Outlook.com user like you, and individual advisor. I’m here to help!

    That’s a cool feature! I might do the same thing as I’d like to organize my stuff too.
    I just found an article that may help, https://support.office.com/en-us/article/add-a-...

    Hope you find it there what you’re looking for!

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