Checklists help ensure all required steps are completed for a project.

Accessing Checklists

1. Open the project
2. Click Project Check Lists in the workspace navigation

Creating a Checklist

1. Click Add New
2. Enter the checklist item description
3. Save
4. 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