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Add CheckList/To-Do List Within Tasks

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Level 7

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 8

20-09-2017

Yes! I'd love these on Issues as well.

This would help tremendously with training for people who build projects at our company. Right now we have a tendency to make way too many tasks because we want someone to physically click "done" on every action item. In reality we don't need them to be a part of the project plan, and if these to-dos could be something that has to be completed before the task/issue could be marked as done that would be a huge help for our training efforts in workfront. Our workaround right now is to use the description for the same exact thing except we have to hope the user completes the items in the description.

In regards to Issues this would be extremely helpful for helpdesk for us. Right now a helpdesk ticket comes in and through the proess of solving the persons issue we have things come up like "Be sure to update xyz documentation", "Remember to delete the test account you made" etc and right now we have to put something in the description and hope to remember to do them. If this feature was added it would solve this problem for us as well.

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Level 4

05-10-2017

A task list would be very helpful for us as well. Our work around is assigning the person to a summary task and using that task as a predecessor for others. Under the summary task, we list out sub tasks (i.e. the checklist). The person then must mark each of them as 100% before the main summary task is 'complete' and is ready to move on to the next task.

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Level 7

06-10-2017

Thanks, Michelle! I like you idea for a workaround. It actually may help us address another issue we've been running into with assigning multiple users to complete a single deliverable, where there may be two separate due dates.

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Level 2

20-12-2018

Hey,

did you already consider using issues as "to-dos"? They sadly can not be templated, but we use them on every task to track meeting actions and other, smaller to-dos which are "not worth a task"!

Best,

Marius

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Level 4

07-03-2019

This would be amazing! Sometimes a task can be to check a few items or even to list out the expectations of your role within that task...

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Level 2

11-04-2019

Thank you for submitting the idea and explaining the need behind it.

We do understand the benefit this will bring, and I personally would benefit from it as a user of Workfront, but we won't be able to consider this for at least the upcoming year, so I will mark this unplanned for now.

Feel free to continue up voting and providing your use cases as we might revisit this in the future.