Checklists help ensure all required steps are completed for a project.
Accessing Checklists
- Open the project
- Click Project Check Lists in the workspace navigation
Creating a Checklist
- Click Add New
- Enter the checklist item description
- Save
- Repeat for all items
Using Checklists
- Check off items as they are completed
- See at a glance what remains to be done
- Use as a quality assurance tool before marking projects complete
Checklist Ideas
- Requirements gathered
- Stakeholders notified
- Budget approved
- Resources allocated
- Testing completed
- Documentation updated
- Client sign-off received