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Add CheckList/To-Do List Within Tasks

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Level 8

19-09-2017

Often time there are small steps/items that need to be remembered for a particular task. It's too granular to be it's own task, but it would be helpful for the user/resource to be able to add a checklist/to-do list to their own task and for a checklist to be added to templates.

For example, an article creation task may have the following to-dos:

  • Update editorial calendar - Takes less than 5 minutes
  • Create writing assignment - Takes 15 minutes
  • Send writing assignment - Takes less than 5 minutes
  • Writing assignment accepted - Just a reminder to check in

Hopefully you get the idea.

18 Comments

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Level 5

12-12-2019

This would be really ideal along with a meeting section. Today I just have a Word doc I upload from each meeting and list the action items from that meeting, but it would be ideal to be able to do that all in Workfront.

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Level 3

14-04-2020

To build on this, I think the description for each task should be prominent and have rich text formatting, much like a word doc. With most tasks, you need context, and currently, a user needs to upload a document into the documents tab and know that they need to go there to get the full story/description for the task, or we need to create subtasks that are super lengthy in order to convey how to do the task correctly. All of this functionality should be native within workfront. We should be able to click a task, see a description easily and quickly. The description of a task should have the ability to bold, underline, add tables, charts, bullets, images, mockups, links, etc. In order to give context to a task, we end up sending an email! and the whole point of WF is to avoid emails!

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Level 2

08-07-2020

This would be beneficial for our organization as well. We are struggling to find the right balance of what should be a Task and this would help tremendously. It would benefit the project team in myriad ways: tracking small items without adding overhead, training, out of office coverage, and eliminating external sources of task management. We have started using Issues in some cases for this but it does add a lot of overhead and muddies the water with our standard use of Issues, which is unplanned work (issues, change requests). The checklist feature is something I've seen commonly in other Project Management systems and is a good solution to these challenges. Please consider it!

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Level 3

14-04-2021

Upvote!

I would love to build a quick check-list like in Wrike. For me, this ties into my wider idea of having a rich text task description, instead of the current plain text. for each task it would be awesome to have a description section where we could create check lists, images, links, rich text formatting. That way we can avoid needing to upload additional documents to a task just to give us more freedom to give more context and description and guidance for a task.

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Level 3

14-04-2021

Upvote!

I would love to build a quick check-list like in Wrike. For me, this ties into my wider idea of having a rich text task description, instead of the current plain text. for each task it would be awesome to have a description section where we could create check lists, images, links, rich text formatting. That way we can avoid needing to upload additional documents to a task just to give us more freedom to give more context and description and guidance for a task.

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Level 4

09-07-2021

Was just discussing this capability with a new user in our Forms Production process. Our project templates have generalized tasks assigned to analysts; who 'know the process'. That is, unless they're a new hire. My proposed workaround was to add a job aid as a document (maybe a macro enabled Word doc or a OneNote file) to the project template. That job aid would get copied down to each instance of a new project - providing the analyst the detailed description of the work to perform. The elegance here, in my mind, is that as the new analyst gains experience, the need for those detailed instructions decreases and they aren't obligated to fill in the checklist. They can just ignore the attached document.