Add CheckList/To-Do List Within Tasks | Community
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New Participant
September 19, 2017
Declined

Add CheckList/To-Do List Within Tasks

  • September 19, 2017
  • 24 replies
  • 3901 views

Often time there are small steps/items that need to be remembered for a particular task. It's too granular to be it's own task, but it would be helpful for the user/resource to be able to add a checklist/to-do list to their own task and for a checklist to be added to templates.

For example, an article creation task may have the following to-dos:

  • Update editorial calendar - Takes less than 5 minutes
  • Create writing assignment - Takes 15 minutes
  • Send writing assignment - Takes less than 5 minutes
  • Writing assignment accepted - Just a reminder to check in

Hopefully you get the idea.

24 replies

New Participant
November 10, 2020

Not only on a task, but on a request - I would love to build a quick check list like we could in Jira and Trello

New Participant
July 8, 2020

This would be beneficial for our organization as well. We are struggling to find the right balance of what should be a Task and this would help tremendously. It would benefit the project team in myriad ways: tracking small items without adding overhead, training, out of office coverage, and eliminating external sources of task management. We have started using Issues in some cases for this but it does add a lot of overhead and muddies the water with our standard use of Issues, which is unplanned work (issues, change requests). The checklist feature is something I've seen commonly in other Project Management systems and is a good solution to these challenges. Please consider it!

New Participant
April 15, 2020

To build on this, I think the description for each task should be prominent and have rich text formatting, much like a word doc. With most tasks, you need context, and currently, a user needs to upload a document into the documents tab and know that they need to go there to get the full story/description for the task, or we need to create subtasks that are super lengthy in order to convey how to do the task correctly. All of this functionality should be native within workfront. We should be able to click a task, see a description easily and quickly. The description of a task should have the ability to bold, underline, add tables, charts, bullets, images, mockups, links, etc. In order to give context to a task, we end up sending an email! and the whole point of WF is to avoid emails!

New Participant
December 12, 2019

This would be really ideal along with a meeting section. Today I just have a Word doc I upload from each meeting and list the action items from that meeting, but it would be ideal to be able to do that all in Workfront.

New Participant
May 2, 2019

I currently do this with using a Task custom form. It's not ideal, but it works.

New Participant
April 11, 2019

Thank you for submitting the idea and explaining the need behind it.

We do understand the benefit this will bring, and I personally would benefit from it as a user of Workfront, but we won't be able to consider this for at least the upcoming year, so I will mark this unplanned for now.

Feel free to continue up voting and providing your use cases as we might revisit this in the future.

New Participant
March 7, 2019

This would be amazing! Sometimes a task can be to check a few items or even to list out the expectations of your role within that task...

New Participant
December 20, 2018

Hey,

did you already consider using issues as "to-dos"? They sadly can not be templated, but we use them on every task to track meeting actions and other, smaller to-dos which are "not worth a task"!

Best,

Marius

New Participant
June 4, 2018

Like the sound of this.

New Participant
October 30, 2017

PLEASE add this feature!!!