Checklists for your Tasks
When creating a task in Accelo, you may want to cleanly lay out all of the key to-do items to ensure the task is completed properly.
Using the Checklist feature, these key to-dos can be easily listed, marked and tracked to ensure your tasks stay on track. When a checklist item is marked as completed, Accelo will record which user completed it.
Using this guide, you can:
Adding a Checklist when Creating Tasks
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On the task creation dialog box, scroll down to the Checklist option. To add an item, click Add Item.
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To add a checklist item, type the item name in the Enter an item name field. Hit Enter when complete.
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When the checklist has been created, click Save to finish creating the task.
Adding Checklists to Pre-Existing Tasks
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Navigate to a task in Accelo. Click on the task to open the Task Details dialog box.
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On the right side of the dialog box, you will find the Checklists section.
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To add items to the checklist, type the item name in the Enter an item name field.
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To save the checklist, click the Save checklist button.
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To remove a checklist item, click the X on the right side of the item name.
Checklists for your Tasks
When creating a task in Accelo, you may want to cleanly lay out all of the key to-do items to ensure the task is completed properly.
Using the Checklist feature, these key to-dos can be easily listed, marked and tracked to ensure your tasks stay on track. When a checklist item is marked as completed, Accelo will record which user completed it.
Using this guide, you can:
Adding a Checklist when Creating Tasks
-
On the task creation dialog box, scroll down to the Checklist option. To add an item, click Add Checklist Item.
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To add a checklist item, type the item name in the Enter an item name field. Hit Enter when complete.
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When the checklist has been created, click Save to finish creating the task.
Adding Checklists to Pre-Existing Tasks
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Navigate to a task in Accelo. Click on the task to open the task draw.
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Towards the bottom of the Overview tab navigate to the checklist section, and click add checklist item.
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To add items to the checklist, type the items description, click add checklist item.
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To remove a checklist item, click the trash icon on the right side of the item name.