Create a basic checklist

Introduction

The Checklists feature lets you document your tasks in order so you can accomplish the most important things first, stay on-track, and work efficiently.

Checklists also make it easy to delegate tasks to the right person. You can even share your list with them so they can register their task as completed when done.

Prerequisites

  • You must be an IT Glue Creator or above to be assigned checklists and/or tasks. Note that users with Lite and Read-Only roles cannot be given assignments. 

NOTE   If your IT Glue account was created after GlueX 2021 (May 4, 2021), you can take advantage of our Default Onboarding Checklist and to self-onboard and start using IT Glue effectively even quicker. This checklist contains links to helpful Kaseya University courses and KB articles guiding you through a similar onboarding experience as the Deployment Guide, but right from within your IT Glue account. This checklist is fully configurable and can be disabled or removed. 

Instructions

Building your checklist

  1. Log in to your IT Glue account.
  2. Navigate to the organization you want to build a checklist for. If you are creating this as a generic checklist for your team to use with multiple clients, you will want to create it inside your own organization.
  3. In the left-hand menu, select Checklists and then click on + New > Checklist.
    New_Checklist.png
  4. Enter a title for the checklist and add a description.

    Tip! A good checklist title will clearly identify the process at hand and contain any relevant keywords. A good description will identify who the checklist should be completed by and when.

    New_Checklist.png
  5. Click on Unassigned and Due Date to assign an owner and set a due date for the entire checklist.
    Assign_To_Me.png

    Due_Date.png
  6. Click on Add task to start building your checklist. Give each task a name and description.
    • The task name should be a brief description of the task or action needed.
    • The description should list the finer details of the task and provide any information needed for the assignee to complete that task.
    Add_Task.png
  7. Click on Unassigned and Due Date to assign an owner and due date for that particular task if different from the owner and due date of the checklist (refer to Step 5).
  8. Repeat Steps 6 to 7 above to add as many tasks as needed for your checklist.
  9. Navigate back to the organization main page and click Checklists in the left-hand menu. The saved checklist will appear in the list view.
    Checklist_Added.png
    Example of a fully built checklist:
    Checklist_Example.png

Editing your tasks

The IT Glue checklist template makes it easy to manage the order of your tasks. This includes inserting additional tasks, reordering existing tasks, and deleting unneeded tasks.

  • To insert a task, click on Add task at the bottom of the screen. Define the task name and description as usual. Then, hover your mouse over the task and click on the ellipsis icon. Drag the task to the appropriate spot in the checklist.
  • To reorder a task, hover your mouse over the task and click on the ellipsis icon. Drag the task to the appropriate spot in the checklist.
  • To delete a task completely, hover your mouse over the task and click on the trash can icon.

Editing_Tasks.png

Receiving checklist notifications in IT Glue

By default, you will automatically receive email notifications for any checklists and tasks that are assigned to you. These notifications allow you to easily view and assess your newly assigned checklists and/or tasks directly from your email inbox. This is especially helpful if you prefer to use your inbox to organize your next steps. At any time, you can toggle these notifications ON or OFF in your Edit Profile page in IT Glue or MyGlue. Click Save after to apply the changes.

Edit_Profile.png

IMPORTANT  You must have a Creator or above role in IT Glue to access the checklist notifications feature.

Due date reminder notifications

You will receive an email reminder notification for all checklists and tasks assigned to you. These notifications will be sent at 7 days before the assigned due date and again 1 day before the due date. These notifications include:

  • A link to the IT Glue Organization in which the checklist belongs to.
  • A link to the main checklist.
    • If you have only been assigned a task and not the whole checklist, the notification will reference the name of that specific task.
  • A link to your Edit Profile page should you want to unsubscribe to the emails going forward.

Managing My Tasks in IT Glue

You can also easily see all tasks assigned to you by navigating to the My Tasks tab in the Checklists menu . The default view will show you all of your incomplete tasks.

My_Tasks.png

Open the checklist and find the task assigned to you. Once you complete the task, click the checkmark icon. The task will be grayed out to show completion.

Task_List.png