How do checklists work on a project?
Add a checklist to a project from its Scope tab, tick items off as the work gets done, and require proof like a document or signature where it matters.
A checklist is a list of steps you tick off as a project moves along. Open a project, go to the Scope tab, then choose Checklists. Use New Checklist to start from scratch, or From Template to start from one you've saved.
Checklists or tasks?
A task is one piece of work with an owner and a due date. A checklist is a set of steps for a whole project, such as a kickoff or a final walkthrough, so nothing gets skipped. Use a task for a one-off, and a checklist for the steps you do on every job.
Checklists earn their keep because you can save the steps once as a template, require proof (a document or signature) on the steps that matter, and get a warning if required items are still open when you approve an estimate.
Build a checklist
Name the checklist, then add your items. Each item can have:
- Required to complete. Marks the step as one that has to be done. If a required item is still unchecked when someone approves an estimate by hand, they get a warning. It doesn't block them.
- Attachment required. The item can't be ticked until its proof is in. Proof is one of three types: a Document, a Signature, or a Form.
- Assignee. Only the person an item is assigned to can mark it complete.
Tick items off
Click the circle beside an item to complete it. Items that need proof behave a little differently:
- Document: attach a file first, then tick the item.
- Signature: send the document for signature from the item. It ticks itself once everyone has signed, so you can't tick it by hand.
- Form: the item links to the form to fill out.
If the project is archived, checklists are read-only. Restore the project to edit them.
Save a checklist as a template
If you run the same steps on every project, open the checklist's menu and choose Save as Template. Give it a name and a short description. Next time, pick From Template to start with every step in place. You can also manage templates from Templates in the sidebar.
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