Checklists ✅

Away with paper lists. Stop forgetting tasks because you've misplaced the checklist. Introducing vPlan's latest feature: Checklists. This makes task execution even more efficient!

Patrick
Patrick
February 9, 2021
2 min
Checklists
Please note! Due to this development, we've changed the icon for activities within a card. Activities now have the 'magic wand' icon. The Checklist function has now taken over the old icon of activities, the well-known 'checkmark'.
Checklists

No need to reinvent the wheel

You can create a checklist separately within a card, or you can create a template of a checklist. Once you've created a checklist, you can easily reuse it. For recurring tasks, a checklist is ideal. As an example, let's consider the company Clothing & Co, which prints and embroiders clothing. In the configuration, you can create checklists by clicking on 'Add Checklist'.

Checklists

Never forget tasks again

We create the 'Clothing Printing' checklist and list all the tasks that need to be performed for a new order. Now Clothing & Co will never forget to perform these tasks again.

Changes

Are you working on completing the checklist and realize that a task is missing? No problem. When the "changes" function is enabled, you can add and remove tasks anytime, anywhere.

Keep track of what's happening

In the events screen, you can see exactly who added the tasks to the list, who checks off the tasks, and when they were checked off. This way, you can see exactly who did what work later on.

Checklists

Track progress in list view

In the list view, you can track the progress of multiple checklists. Simply add the existing checklist as a column in the list. You immediately see how far you are with your tasks.

Checklists

And we have a new automation

With this automation, activities are automatically linked to a collection/card when it is created within your planning board.

Checklists

Try it in your own vPlan

Every new feature is in the free trial.

Try for free ->
Patrick
WRITTEN BY:

Patrick

Patrick Loohuis is responsible for customer management within vPlan and, in this role, is in daily contact with users. With his genuine interest, friendly approach, and deep knowledge of vPlan, he knows exactly what customers need. Patrick is the trusted point of contact who listens, thinks along, and ensures that every customer gets the most out of vPlan.

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