Instructions

This is a simple doc to create Tasks that need activities (one or more) to be completed.

Each parent task may have a checklist that will be available to view in each activity you create for the task.

Here is a step by step guide on how to use this doc!

STEP 1:

Go to

Tasks⁠

and click the “New Task” Button

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Screen Shot 2022-06-09 at 3.36.08 PM.png

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STEP 2:

Fill out all the task information including task name, project (if needed) and description

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Screen Shot 2022-06-09 at 3.36.58 PM.png

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STEP 3: “The Checklist”

Select one or more subtasks to create a checklist. You can create as many subtasks as you like.

After you made your selection, select the “Create Checklist Button”

Select subtasks to create a checklist

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Screen Shot 2022-06-09 at 3.42.10 PM.png

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After pressing the “Create Checklist” button, your subtasks will appear below

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Screen Shot 2022-06-09 at 3.42.22 PM.png

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STEP 4: Create Activities

The final step is to create an activity for the task. Select a date and an assignee. If you are not ready to schedule an activity, you can always “Snooze” your task by selecting a Snooze Date

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Screen Shot 2022-06-09 at 3.47.06 PM.png

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.