On the CHECKLIST tab, you can add tasks to items, assign users responsible for checklist tasks, set deadlines, and mark tasks as completed.
To create a new task for the checklist:
Click the
or + ADDbutton in theTASKSarea.In the text area that appears, enter the task name and description.
Once the mandatory data is filled in, you can:
Set the task deadline with the
button.Assign the user responsible for the checklist task with the
button.
Click
ADD.
You can view the number of completed and total tasks in the upper-left corner of the CHECKLIST tab.
The newly added task appears at the end of the list. To change the task order, drag it to the required position in the list.
Hover over the task responsible or deadline labels for more information. You can expand the task description with the 
button in the bottom-right corner of the task row.
Click 
in the upper-right corner of the task row to apply the following actions:
Option | Action | Available for |
| Change the task metadata. | Item owner / responsible person / task owner / assigned user / production partners |
| Remove the task. It can't be restored | Item owner / responsible person / task owner / production partners |
The person responsible for the checklist task receives an email notification with links to the assigned task, the item Details page, and the number of days remaining until the task deadline.
To mark the task completed, select the checkbox to the left of the task name. You can restart the task development process by clearing the checkbox.
Once you mark tasks completed, the progress bar advances.
According to your role, you can manage tasks in the following way:
Action | Available for |
View tasks | Any Planner user |
Add tasks | Item owner / responsible person / production partners |
Select / clear the task checkbox | Item owner / responsible person / task owner / assigned user / production partners |
Drag tasks | Item owner / responsible person / task owner / production partners |
Content items control
When the control feature for content items is activated, you can assign users from either the Commercial or Medical departments responsible for checklist tasks. For this:
Add a new task to the checklist and fill in the mandatory data.
Click the
button.For content items with the
In-labelmetadata, you can assign responsible users from either theCommercialorMedicaldepartments.For content items with the
Off-labelmetadata, you can assign theMedicaldepartment users responsible for checklist tasks.
Click
ADD.
A checklist task features the task name and description; the responsible person with user profile picture, department, and deadline labels.
