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Administrator Guide
Last Updated: 2024-01-12
Create Checklists

Create Checklists

Create To Dos before grouping them into a checklist.
Security: These domains in the System functional area:
  • Business Process Administration
  • Manage: Business Process Definitions
You can create a checklist and add it as a
Checklist
 step type in a business process. It's a list of To Dos, or external tasks that you can add as steps to business processes.
  1. Access the
    Create Checklist
     task.
  2. As you complete the task, consider:
    Option
    Description
    To Do
    Select a To Do or create a new one.
    Due Date
    Workday recommends you specify a
    Due Date
     when you create your own
    Checklist
    . A
    Due Date
     is a calculated date based on elapsed time, or at the beginning or end of some specified period. Specify whether the due date is calculated from when the
    Checklist
     step starts or from when this business process instance is to be effective.
    Due Date Is Based On Effective Date
    Select this check box to calculate the due date based on the effective date of this business process instance.
    Security Group
    Select the security group that includes the users who must complete the checklist item.
    The default time zone is the user's current time zone. You can only enter a time zone if you selected the
    Business Process Configuration Time Zone
     option on the
    Edit Tenant Setup - System
     task. If you enter a time zone, the changes take effect at midnight on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.