Tracking project tasks with checklists

Tracking project tasks with checklists
A checklist is a list of tasks that need to be performed throughout the course of the project. Checklists are useful for when you need to define and track ...
Wed, 20 May, 2020 at 3:31 PM
Checklist icons and task states
The icons in a checklist assigned to a project are determined by the task state. This is useful for an at-a-glance view at how much of a checklist has been ...
Wed, 20 May, 2020 at 3:32 PM
Create or modify a checklist template
Use templates to create an ordered list of tasks that must be completed during a project. From the top menu, select Workbench > Checklist Administratio...
Wed, 20 May, 2020 at 3:35 PM
Duplicate a checklist template
You can duplicate a template and its associated categories and tasks. This is useful if you need to create a template containing tasks that overlap an exist...
Wed, 20 May, 2020 at 3:35 PM
Assign a checklist
You can assign one or more checklists to a project through the project details page. You can configure templates to be automatically assigned to new proje...
Wed, 20 May, 2020 at 3:36 PM
View project checklist details
View tasks, task information, and high-level progress statistics for an assigned checklist. You can also pin a checklist to the navigation. From the top m...
Wed, 20 May, 2020 at 3:37 PM
Update a project checklist
As you work though the tasks in a checklist assigned to a project, update the task details as necessary. You can also add or remove checklists from a projec...
Wed, 20 May, 2020 at 3:39 PM