Overview
When adding a section of content to a Workspace, you have the ability to create a Project Plan Checklist:
These checklists are composed of tasks and can be helpful in assigning out responsibilities or tracking a "to-do" list of sorts.
They are highly customizable — you can assign ownership, update the status of that item, and add a due date that sends out notifications automatically.
In the guide below, we'll walk you through how to create a Checklist and the various settings.
Adding the Checklist
Step 1: Create a new section of content as a Project Plan Checklist.
Step 2: Add a Title and your first "to-do" by clicking +Add a task.
Step 3: Click on Details or the title of the task to expand the settings.
Internal Tasks
Toggling on Internal designates that task as internal only and hides it from the Shared view. There will be a big yellow banner that appears to flag this if it's selected.
Statuses
Here you can set the different status options for the task.
The default statuses are:
To-Do
In-Progress
Completed (Noted: this is a status that can't be changed. It signifies that the Task is checked off (i.e. completed).
You can also create custom statuses by clicking Edit statuses.
Start and Due Dates
Select the start/due date for the task using the calendar picker. You can do this manually, or configure relative due dates. Check out more information about relative start and due dates here!
By adding a due date, you can also have Dock send out reminder notifications automatically!
Assignees
Set the team/person responsible for completing the task.
Select Teams if you don't know the exact person for the role.
Select People based on folks who have been shared the workspace.
Select +Enter an email to assign any email the task.
Please Note: Dock does NOT send an email when a task has been assigned.
Action Buttons
Create call-to-action buttons to make it very clear the action that you'd like to take.
Dock has three different types of action buttons:
External links
External link action buttons are designed to be flexible. You can give the button any title you want and link to any external link.
File Download
With File Download, upload files that you want the external person to download.
Here's an example of downloading the file in the Shared view:
File Upload
This option makes it easy to request files that you need from customers.
Here's what it looks like once a file has been uploaded:
Descriptions
Descriptions support rich text editors and embedded content (just like the rest of the Workspace).
Examples of embedded content
Subtasks
Subtasks operate the same as Tasks, but are nested within a Task.
When clicking to a Subtask, the same information appears, and you'll find a backlink for the Parent Task.
