Build a task book template and add checklists

Task book templates define the work assigned to each person. You need permission to manage the template. If you do not see the editing controls, ask an administrator.

Open the builder

Open Task Sheets > Templates and select a template. From an assigned book, authorized users can also use Admin actions > Edit Task Book.

Organize sections and tasks

Select a section in the Structure sidebar to scroll to it. Use Add section in the sidebar or at the end of a phase to add a section, choosing the appropriate phase. Use Add task within a section to add work to that section.

Select a task row to open its inline edit panel. Edit its name and task number, then its description, codes, linked courses, and custom fields. Use the description toolbar for formatting and attachments.

Create a checklist

1. Open the task’s edit panel.
2. Under Custom fields, choose Add custom field.
3. Choose Checkbox, give the item a clear label, and add an optional description.
4. Choose who can fill out the field and save it.
5. Repeat for additional checklist items.

Checklist items are custom fields. They appear alongside the assigned task, and completed tasks lock their values.

Apply changes to assigned books

Use Sync changes to assigned after editing the template to update existing assignments. Sync preserves completion dates, signer information, and values already entered. Allow a few minutes for the update to finish.

Phases also control when assigned people can sign off. Check the assignment’s active phases if a person cannot access the work they need.