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7.7 Checklists

How to integrate checklists into every stage of a project

Luc Tremblay avatar
Written by Luc Tremblay
Updated over a month ago

A checklist allows you to monitor project progress. It is possible to have a default list for each project or according to project status. You can change the list information in the Checklists section. You can assign the list to the project status in General Preferences.

(A) Determine the name of the checklist.

(B) Assign the activity to a colleague.

(C) Add/import items to the list.

(D) Check the box when an activity in the list is completed.

(E) Modify the checklist.

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