The Task List feature is used to create an ordered set of tasks that identify the steps in a process or procedure that is routinely performed for a company, contract, or project. Each task in the list is assigned to a program user who is responsible for completing the task.

A user with the List Admin permission can create and manage task lists. Once a List Admin creates a task list, it is available as a template when users create a task list for a Company, Contract, or Project Profile.


Since a Task List is a simplified version of the workflow, both features should be reviewed to determine which option better suits your organization's needs.

A List Admin can perform the following activities related to task lists: