Create a checklist

Checklists in Fusion Online allow you to break a task into smaller, trackable steps. This is useful when a task is too broad or complex to manage as a single item and benefits from being divided into multiple actionable pieces—each with its own status, duration, and owner.

How to create a checklist

1. Open the Task Details view for the task you want to break down.

2. Click on the Checklist tab.

3. Click on the Click here to add a checklist task link to add the first checklist task.

Checklist options

If your checklist tasks include durations, you can enable the Use as Parent Duration option. When selected:

• The parent task's duration and state will be automatically calculated based on the checklist

• This allows the parent task to act as a summary of its checklist, with timing driven by the breakdown

If the option is not selected, the parent task retains its own independent duration and state.

For more on configuring and managing checklists, see the Checklist documentation.

What to know about checklist tasks

• Checklist tasks are not shown in the Network Diagram. They are treated as internal components of the parent task and do not link to tasks outside the checklist.

• When you update the project schedule, the parent task is scheduled, and projected times are automatically calculated for the checklist items.

• Checklist tasks can be viewed in task views, just like standard tasks. Use the Task Type filter to include or exclude checklist items from your list.

Why use a checklist?

Creating a checklist is especially useful when:

• A task involves multiple people

• You want to track internal progress without modeling every subtask in the network

• You need to capture specific steps that should happen in order or in parallel

• You want to assign pieces of a larger task while keeping it under a single umbrella in the schedule

Checklists give you a way to add structure and accountability to larger tasks without overcomplicating your network model.

See also

• Checklist – Full reference for checklist features