Use a Visit when someone needs to attend. The Project also has a simple checklist in the web app for small actions such as ordering a part.
1. Schedule an attendance
Open the Project’s Visits on your phone. Add the work, date, time and crew, then save. Follow mobile Visits.
2. Record information for the team
Open Notes on the Project to record what needs attention. Check that the note’s visibility is Team if colleagues need to read it.
3. Update the Project checklist on the web
Open the same Project in a browser and use Overview, Tasks. You can add, tick, rename or remove an item there.
The checklist has no separate assignee, schedule or crew. Follow the Project checklist guide for the current controls.
Completing a checklist item does not complete the Project or create its handover.