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Checklist that can be an add-on card for tasks

Most of my projects follow the same format.  I have a project with 3-6 milestones.  Each milestone has dozens of tasks.  Some of those tasks have sub-tasks.  I track my time on the lowest level; however, sometimes I don't want to create a sub-task and track time on it.  Sometimes I just want a task and add a list of to-do or a checklist items to help keep me organized because I don't want a Septillion sub-tasks that I have to track time on each one.

MavenLink offers this in their software in an eloquent and useful way.  See attached pictures.

Can this functionality be added?

Sincerely,

Randy

 

Randy Not planned

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Great Idea for a Future Enhancement,

It is difficult sometimes to get the "right" level of granularity for certain tasks in certain projects.  an example might be processing an engineering change order.  In this example, the processor of the documentation must ensure that all of the associated documents have been included in the change order packet, all of the correct signatures are in place, etc.... I don't really want to create tasks for, or report on this type of minutia, but It is valuable to know that the resource assigned to the task is attending to each of these items in turn.  Many of these types of things (like a 3-second check of an approval signature against a log) can be expressed binomially, it either was done, or it wasn't (it can't be 50% done) and there really isn't any meaningful deviation from one execution of this item to the next in terms of time, budgetary, or other resource allocation issues to warrant further analysis or tracking.  However if the task is done incorrectly, then the whole process must be done over, so the ability to add a checklist to some recurring tasks as a type of poka-yoke device would be valuable.  Currently, in my company, we do this through other procedures (word document checklists that are printed out every time we start one of these tasks, the PMs update the tasks only as the boxes are checked), but it would be more consistent and user-friendly if it were integrated directly into our project management software. 

Scratty 3 votes
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I think there are several wises for a functionality like this on the forum. It has also been suggested to create issues for "sub-tasks"/checklist items.

Peter Fjelsten 2 votes
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Has there been any progress on this request? We also looked at Mavenlink and really liked the checklist feature that they have.

Peter Andrews 1 vote
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Stumbled on this thread while exhaustively looking for a solution to do just this.  Our struggle is to make visible the smaller subtasks that are required within a project without nickel-and-diming our people to death by having them report time against tasks that only take a very short time to complete (filling out a critical form, etc).  Our dream would be for these small non-reportable subtasks to have a "done" toggle to track completion while time logging is accomplished at the parent task level.  If this feature request is still open, please add me to it.  -- Jim S

Jim Swain 1 vote
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You can create a "checklist" with configurations. It is not out of the box, so I would recommend talking to your PS consultant (should be a small project).

Josh Santos 1 vote
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Hi Randy,

I have opened a feature request internally and will await our R&D team's input regarding this.

Tom Do 0 votes
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Hi Randy,

A workaround to this is by creating those subtasks, and flagging them as "Non-reportable", so that they won't show in timesheets.  Alternatively, if you are not using all our modules, like Bugs, maybe it could be "converted" and do a reverse relationship on the tasks, and then create a Checklist (workaround for not having custom objects).

Tom Do 0 votes
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Hey Tom,

The "Non-reportable" solution doesn't solve the problem of tracking time only on the parent task.  When I set the sub-tasks as "Non-reportable", the parent task is locked from setting the work and reporting time.

Is it an option to add the functionality I suggested?

Randy 0 votes
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Hi Randy,

I have submitted the request for approval. At the moment, we are currently working on pushing out other features and we have no confirmed date for when this feature could be implemented. 

Tom Do 0 votes
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