Checklists

Checklists are a great tool for tracking and managing milestones and tasks. Checklists are associated with specific activities. One activity can have an unlimited number of checklists, and a single checklist can have an unlimited number of tasks in it. Each task can be assigned to a DevResults user and given a due date.

To create a checklist, navigate to the activity for the checklist and click on the "Checklist" tab.

Click on "+ Add Checklist".

Give the checklist a name and click the "+ Add Checklist" button.

In the Title column, add the name of the first task or milestone.

Assign the task to someone by selecting a DevResults user from the dropdown menu. Each task can only be assigned to one person. When you assign a task to someone, they receive a notification in their DevResults inbox and via their external email address.

Enter the due date for the task or milestone.

When the user completes the task, they should click the checkmark next the task. A completed task has an orange checkmark.

A manager or owner in DevResults can approve the completion of the task.

When a manager or owner approves the completion of a task, their name and a timestamp appear for who approved the task and when. Next to the name of the checklist, the pie chart shows the portion of the checklist that's complete.

To view a timeline of activity tasks, go to Dashboard > Timeline from any DevResults page.

Navigate to your activity by selecting the part of the results framework that relates to the activity. Next to your activity, you can see a timeline that includes each task in that activity's task lists, who is responsible for the task, if it's incomplete, complete, or overdue, and who approved completion of the task. Click on the name of the task to return to the list of checklists for that activity.

Didn't answer your question? Please email us at help@devresults.com.