D365 Checklists · User

Using Checklists

For everyday users

Being updated. This article was recovered from the old Help Center. Its steps and screenshots show the older Dynamics 365 interface.

D365 Checklists on a Task

Your System Administrator will enable Checklists on one or more entity forms in your system. This could be enabled on Tasks, Opportunities, Contacts or most other System or Custom entity record types.

See also: More info for SysAdmins is available in the Add Checklists to Entity Forms article

What are they?

Checklists are the easy way to create to-do items on-the-fly, or call upon Checklist Templates for pre-defined lists.

A checklist with items

See also: For more info on templates please see the Using Checklist Templates article

Set the Checklist Items

Navigate to your Entity records where Checklists are enabled
Add Checklist Items as required

Adding checklist items

Edit, Resort or Delete as required
When done just Save the entity record

Using Templates

When using any Checklist, click the Use a Template button

Use a Template button

Select the Checklist Template you wish to insert into your Checklist
Click OK

Use a Template dialog

The items from the Checklist Template will be added to your current Checklist

Template items added to the checklist