Creating a Checklist

Question

Hi!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.&nbsp;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------------------------------

markshnier__you · Answer

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.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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claricedennison · Answer

Thank you Mark! It worked!------------------------------Clarice Dennison------------------------------

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Creating a Checklist

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