✅ Checklists

Checklists help standardize task readiness and closeout processes across your projects. You can create pre-task and post-task checklists, assign them to tasks, and track progress directly in the schedule.

🔧 Setting Up Checklists

Go to Project Settings (gear icon in the top right).

Open the Checklists tab.

Choose to:

Create a new checklist (e.g., "Pre-task QC", "Post-task Wrap-up").

Or Copy from a previous project.

Add checklist items (e.g., “RFIs complete”, “Submittals approved”).

Click Save Checklist.

Checklists can also be created through the task properties modal in takt settings.

📋 Assigning Checklists to Tasks

Go to a task’s properties (in takt settings).

Under the checklist section:

Select one or more checklists to apply.

Hit Confirm to apply.

Checklists will now be available across all matching tasks in that phase or project.

🧾 Using Checklists During Execution

In the schedule view, open a task with a checklist.

On the side panel, navigate to the track tab

Click on checklists to expand and check off items as they’re completed.

Checklists are a lightweight but powerful way to build quality and accountability into your planning rhythm.