Use the Project checklist

The Tasks section on a Project’s Overview is a simple checklist. Use it for short actions such as ordering a part or checking an access code.

1. Add an item

1. Open the Project and stay on Overview.
2. Find Tasks and choose Add task.
3. Type the action.
4. Press Enter or leave the field to add it.

2. Keep it up to date

Tick an item when it is done. Edit its text in place and leave the field to save. Use its remove control when the item is no longer needed.

Checklist items have no separate date, assignee or crew. If someone needs to attend, add a Visit with the schedule and people going.

3. Check the result

The checklist belongs to the Project. Ticking its last item does not complete the Project, create a handover or issue an Invoice.

If the change cannot be confirmed, use Try again beside the error and check the saved list before adding the item again.