A project checklist is a simple but powerful tool that helps small and medium-sized businesses keep projects organized, on track, and stress-free. Instead of missing important steps, your team can follow a clear list of tasks from start to finish.
How to Create a Project Checklist
- Open the project records
- Select any project from the list
- Go to the "Activity Plans" tab, where you have the option to create a checklist using activity plans
- Choose "Add Activity"
- Name the activity as an item on your checklist according to your customs and needs
- Select whether it applies to all types of projects or just selected ones
- Save
How to Schedule Individual Activities from the Checklist
Once the start plan is set, a button for scheduling appears next to each activity:
- Click on "Schedule" for the selected activity
- Enter the date by which the activity should be completed
- You can set a reminder before the planned completion date
- Save