How to use task checklists
Define what steps need to be taken to complete a task. Add Subtasks that need to be acknowledged and checked as DONE before the task can be completed.
ADD A CHECKLIST TO A TASK INSTANCE
This will affect only the specific task that you modify and is not global.
Right click the Task and choose Task Details.
In the Checklist tab below, right click and select Add Item.
EXAMPLE: Create a task in the Milford Remodel project called “Prepare project”
Add some Checklist items:
Add project documents
Enter project contacts
Enter project dates
When we try to mark the task as DONE...
Pop-up window: “This task cannot be completed because there are incomplete checklist items.”
Acknowledge these three checklist items are complete by marking them as DONE.
A journal entry is created for the times each item was completed.
Pop-up window: “Do you want to complete the task?”
Mark task as DONE.
ADD A CHECKLIST TO A TASK DEFINITION
To always have the same checklist items on every project, set them up in the Task Definition.
Settings > Task definitions > Task type
Select a Task definition and add a checklist.
Close the Task definition window.
In our example, to see these new checklist items come in with the Prepare project task...
Delete the Prepare project task for the Pam McMullen project.
Add the Prepare project task again.
If we try to mark it done it won't let us because now those checklist items are now part of this task and will be part of this task going forward on all future projects.