Checklists and checkboxes?
HOW SAD - I'm looking back over the years and people have been asking ( and in some cases practically begging) for the ability to build an app for a Check List. This is an essential tool for project management. To have the ability to breakdown large accomplishments into smaller tasks. It is a NO BRAINER. All of it is falling on deaf ears which makes me question Podio's management team and whether they are truly listening to the user? Feedback is essential for building a great app.
A checklist can be utilized in hundreds if not thousands of ways to accomplish goals. Whether it's creating steps to accomplish sales or marketing projects. Steps to take to implement a series of small business tasks to reach a larger goal. Or really to slice and dice a large task into smaller manageable 1 and 2-minute steps. In the very popular productivity book Getting Things Done the author highly recommends doing this to get things accomplished quickly and efficiently. As a matter of fact the entire premise of the book is gathering all your outstanding items and then sorting them out by category - then breaking them down into step-by-step mini tasks to get from point A to B. A checklist is the optimal tool to create this flow of tasks.
The project management app TRELLO (which I am also currently reviewing) has a fantastic Checklist tool. I recommend that people reviewing project management tools look at the functionality and ease of use of creating a checklist.
Now, mind you this is not some complex calculation tool that users are asking for. it's simply the ability to create a list and add a simple check off box in front of each item.
I recommend for the user as your analyzing Podio to see whats missing and then dive into the help center to see who is asking for a feature and what the response is. For checklists and check boxes, I'm not seeing any progress and any hopes for the future. Or any valid answers as to why we can't get this done. It's too bad.
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Hmm, Zoltan, if I got you correctly, you could just use tasks for this. Each item in Podio could have a list of related tasks. You could have extended funtionality if it is needed: every item in a list could be assigned to a particular person, be private or public, have a deadline, a reminder and it's own comments thread. But in a simpliest way this works exactly as a regular check-list tool described by you.
Here is more info: https://help.podio.com/hc/en-us/articles/201019558-Overview-of-tasks -
I've been hunting around and haven't found any checklist apps either.
I'd like to recreate this checklist for instance as a template in Podio, that I could quickly replicate and assign to a team member for every blog post we do. Not sure how'd I go about this with the tasks function. Any ideas anyone?
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I use the Category element in a template for my check box feature. It's not a checkbox but still has the on or off concept. Also, we had to create our own Task app so that we could add more fields, sort, filter, etc. There are a few good ones in the app store, including for blog tracking.
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I use Trello personally so I know what he's referring to. I would love to add a checklist in the details/description of a task. This could serve lots of purposes but for me, it's mostly to help (through workflows) all of the little things that are required to finish a task. Right now, I'm just adding the list but to be able to check each item off as I get them done would be amazing. It really can be viewed too as sub-tasks to a task.
A lot of what I do for a project is a large list of tasks and then many have sub-tasks or an order of things I need to go through. This is where checklists could really come in handy.
Example:
Task 1: Install software X
- Base install
- Install updates
- Create user account
- Confirm database linkage
I really hope this idea of checklists could become a reality. By the way, task details don't allow bullet lists so I have to wing that too.
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As a workaround you may use Google Chrome plugin Podio SuperMenu. Note that this will work only for users that have the plugin installed. And I'm not sure if this gonna work in tasks, but it defenitely does in items. And there are checklists in text fields among other useful things:
Regards,
Eugen -
@Stephanie Nitzel, it is pretty tricky indeed. And looks like this won't work for tasks, only for app items.
Go to http://www.bettersupermenu.com/ and sign in (authorize with your podio account). Then you will see a list of your workspaces and apps. On the right of each workspace and app there is a settings button. Among other things, here you could enable tweaks for text fields (which includes checkboxes) for a particular(!) apps. See screenshot attached:
But I'm affraid to see these checkboxes other users will also need the plugin installed, wich makes this workaround even more tricky. So I hope some day Podio team will make similar functionality available out of the box.
Regards,
Eugen -
Thank You Eugene for this information.
I did set it all up through the Podio Super Menu, including adding the settings with the Convert to Checkboxes, but how do I actually get them to do that within the app? Is there a special set up I need to do within the app creation? How do I get the checkboxes to show and do you have to have the "list" set up as an image to make it work?
I'm so sorry to ask you this but there doesn't seem to be any set up assistance through the plugin.Thank you Again!
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Can you help me create that checklist?
It seems that in http://www.bettersupermenu.com/ is not available any more.Eugen Baryshnikau , Ahmed_Vistas any idea?
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