Checklists

Tasks & Assignments

14 articles in this collection
Written by Travis Aaberg

How do I create a new Event from a Template?

Start a new Event with a Template to get setup quickly.
Written by Travis Aaberg
Updated over a week ago

Can I use the same timeline from a past Event?

Import a Checklist timeline from a previous event to use on a new one.
Written by Travis Aaberg
Updated over a week ago

How do I add Attachments to my Event?

Include Attachments with your tasks, expenses, meetings and travel arrangements
Written by Travis Aaberg
Updated over a week ago

How do I quickly add a list of Tasks to a Checklist?

You can copy-and-paste multiple tasks into the Checklist.
Written by Travis Aaberg
Updated over a week ago

How do I add Attachments to Tasks?

You can attach files directly or from Google Drive, Dropbox and other file sharing services.
Written by Travis Aaberg
Updated over a week ago

How can I manage my team with Staffing reports?

The Staffing tab provides reporting on teammate productivity and bandwidth.
Written by Travis Aaberg
Updated over a week ago

How can I create and manage Sections in a Checklist?

Use the Multiselect Panel to create Sections.
Written by Travis Aaberg
Updated over a week ago

How do I import an Event or Checklist from a spreadsheet?

Options for importing Event and Checklist spreadsheets
Written by Travis Aaberg
Updated over a week ago

What are the different Checklist View options?

View your Checklists as a List, Calendar or Gantt chart.
Written by Travis Aaberg
Updated over a week ago

How do I select and take action on multiple Tasks at once?

You can select and update multiple Tasks in a Checklist the multiselect panel.
Written by Travis Aaberg
Updated over a week ago

How do I add a Template to an existing Event?

You can add a Template to an Event that you've already created.
Written by Travis Aaberg
Updated over a week ago

How can I reorganize Checklists?

Drag-and-drop tasks like rows in a spreadsheet.
Written by Travis Aaberg
Updated over a week ago

How do I manage event Checklists and Staff with the Gantt view?

Use the Checklist Gantt view to see and manage your tasks and team on a visual timeline.
Written by Travis Aaberg
Updated over a week ago

How do Assignment Notifications work?

Send reminders to your teammates automatically
Written by Travis Aaberg
Updated over a week ago