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Creating a Checklist

  • 1.  Creating a Checklist

    Posted 09-16-2021 16:20

    My team is moving towards defining projects by t-shirt size (s, m, l). I'd like to create a checklist for each sized project for the project owner. The applicable checklist would populate based on the size selected. I've read a few discussions about checklists. However, I'm starting from ground zero / not sure where the "checklist" settings are / how to create one. 

    The initial thought was to create an automation (from a project) to populate a Task. However, if a checklist is an option, I'd like to go that route.

    Thank you!

    Clarice Dennison

  • 2.  RE: Creating a Checklist

    Posted 09-16-2021 16:46
    You can set up a Table called T-Shirt Sizes (make three records)  with a child table of  Std T-Shirt Tasks.  One T-Shirt Size has many T-Shirt Size Tasks.

    Then you will have a relationship where One Project has Many Tasks.

    Then set up an Automation, that when a Project is Added, to copy the Std T-Shirt Tasks where the T-Shirt Size equals the T-Shirt size of the project (the Trigger record).  Be sure to map the Related Project to source from the [Record ID#] of the Trigger record so you don't create orphans.

    Mark Shnier (YQC)

  • 3.  RE: Creating a Checklist

    Posted 09-21-2021 15:15
    Thank you Mark! It worked!

    Clarice Dennison