Add CheckList/To-Do List Within Tasks

[#1]

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.

[#2]

Hello, not having checklists within tasks is now one of the major obstacles to our adoption of Workfront. We use WF for technical/engineering projects, where activities need to be explained in detail, and the text-only task Description field is grossly insufficient. Our projects last up to 7 years, and can have more than 450 tasks in the end, since we are forced to use only sub-tasks. This is unmanageable - each (sub-)task comes with its own set of dates, task constraints, assignments, durations etc. Our end-users are very easily confused by all this, and then stop using Workfront altogether, which then has an impact on the accuracy of our management reporting etc.

We tried to make our projects "modular", which means have a top-level template (skeleton) and then attach mini-templates as the project progresses. This has proven unattractive and again cumbersome for our users. Imprecise as well, because very often a Milestone needs to come in in the middle of the mini-template, but for reporting reasons it needs to stay on the top-level and cannot be included in a mini-template. Not to mention that the dependencies cannot exist between mini-templates, so there's a lot of work in stitching the mini-template together when inserted.

I really don't understand why this cannot be implemented in Tasks if this feature already exists in Cards on Boards. I see now that this feature has been requested for 7 years now (since 2017), yet it was never acted upon.

Huge opportunity here - you can really expand your customer base to clients who have more complex projects by adding this simple feature (which you already did in Cards).

[#3]

Hi @rlazarevic,

I am familiar with your usecase (and business, in fact) from working with another Workfront based Engineering Firm where we solved it by attaching standardized Quality Assurance Checklists Issues to those Tasks that require such a checklist. Each such Issue can have many checklist questions (as standardized custom parameters), and can be attached one to many (Issues to Task) should a re-check be required.

This approach allowed them to avoid the subtask bloat you are describing, and to instead manage such checklists using our Open Issues solution as shown below. They then took it even further using our (not yet publicly listed) Quality Management Report solution to identify and improve common root causes of quality errors surfaced from such checklists.

If you'd like to learn more about this approach and/or either of our solutions, I invite you to contact me via doug.denhoed@atappstore.com.

Regards,

Doug