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ChecklistAnywhere - QuickTutorial
Created by
Solomon Thompson Jr
Sun May 17 16:57:00 EDT 2015
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<p><img style="display: block; margin-left: auto; margin-right: auto;" src="https://www.bizzlespace.com/wp-content/uploads/2015/05/ChecklistAnywhereLogo.png" alt="" width="150" height="150" /></p> <h2>Quick Look</h2> <p>The ChecklistAnywhere App is designed for simplicity. It allows any member of a Place to Add a Checklist by giving a name to it, adding some initial items, assign items to place members (or not) and saving it. That's the basics for being able to create items of work that can be tracked and collaborated upon by a team.</p> <h3>Checklists</h3> <p>When you are in a place you can click "Checklists" from the menu bar or the left bar to see the list of checklists in the Place as shown below.</p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/ChecklistTraining.Worklist.png" alt="" width="750" height="250" /></p> <p>Directly above the table is a "Create button which lets any member create a new checklist. The blue row shows the list of attributes which can be used to search for a specific checklist. The next row allows members to type in search criteria using one or more of the rows to gain more and more specificity in your search. Over time most organization will have hundreds or thousands of checklists and to find old checklists, this powerful search capability becomes very useful. </p> <p>At a glance you can see what work (checklist) is currently active. The Status quickly lets you know if nothing has been completed in a checklist (white or blank), if at least one item has been completed (yellow) and if all items are completed (green). </p> <h3>A Sample Checklist</h3> <p>You can select a checklist to work with by clicking the play button to the left of the checklist name on the above list. In this case, we will go into the ACME Event Planning Software Project.</p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/ChecklistSample1.png" alt="" width="750" height="819" /></p> <p>The ACME... checklist has 3 items. At the top of every checklist is a quick Status dashboard which at a glance shows what's going on with the items of the checklist. In this case 1 is done out of 3 items.</p> <p>On the checklist itself a member can indicate an item is complete by simply clicking the checkbox and the timestamp is automatically created showing the date it was completed. If there is a need to update the date, either the creator of the checklist or a place admin can adjust this date.</p> <p>When in Edit mode (which can be achieved when an authorized user clicks the "Edit Restricted Checklist" button, a user can do many things including assigning a place member to a task.</p> <p>The above screen shot also shows that members can not only comment on an item in the checklist, but also on the checklist as a whole (Solomon added a comment on the bottom of this checklist). </p> <p>Below will be quick explanations for the toolbar buttons and then you are armed with using the simplest tool for managing both simple and complex projects.</p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/notifyMember.png" alt="" /></p> <p>This button allows you to set up notifications so that whomever you want to be notified of changes occuring on this checklist will get notified (default is email and online notifications but email notification can be turned off).</p> <p> </p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/toggleMyNotification.png" alt="" /></p> <p> The Notification Bell button is a toggle to turn notifications for this checklist on and off.</p> <p> </p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/favorite.png" alt="" /></p> <p>The Favorite button allows you to add this checklist to your list of Favorites (accessible from the favorite button on the menu bar). If the star is yellow then this checklist is favorited.</p> <p> </p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/restrictionToggle.png" alt="" /></p> <p> The Padlock button allows an authorized member to toggle the restriction setting. This setting determines if all users can edit this checklist or only authorized users.</p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/addNewChecklist.png" alt="" /></p> <p>The Add button allows any member to create a new Checklist (which can also be done using the "Create" button at the top of the Checklists search screen discussed above.</p> <p> </p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/deleteThisChecklist.png" alt="" /></p> <p>The Delete button allows an authorized member to delete the entire checklist from the place.</p> <p> </p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/duplicateThisChecklist.png" alt="" /></p> <p>The Duplicate button allows a member to create a new checklist using the existing checklist that is being viewed. This enables creation of checklist from Templates.</p> <p> </p> <p><img src="https://www.bizzlespace.com/wp-content/uploads/2015/05/inviteNonMemberByEmail.png" alt="" /></p> <p>The Invite by Email button allows a Place Owner to invite a non-member to become a member of ths Place AND will deliver that new member (after they complete the registration form) to the checklist from which this invitation originated.<br /> </p> <p>You now know enough to find existing checklists and create new ones.</p> <p> </p> <p> </p> <hr /> <p> </p> <h3>Detailed Look at the usage of a Checklist.</h3> <p>By design, when a person creates a Checklist, the default is for it to be restricted. Restricted means that only authorized parties can put the checklist in Edit Mode. An authorized party includes the following:<br />- Person who created the Checklist (Place Member)<br />- Person who created the Place that the Checklist is in (by default this person is assigned the roles Place Owner and Place Admin)<br />- In advanced cases, a Place creator can grant certain members Place Admin rights to enable them to be able to update restricted artifacts (Topics, Checklists, Documents)<br /><br />Putting a Checklist in Edit Mode is more complicated than with a Topic because Checklists provides a form for capturing specific type of data which enables planning, budgeting and keeping track of all types of lists. The specific information which can be updated in Edit Mode is as follows:</p> <ul> <li>Checklist Name</li> <li>Start Date</li> <li>End Date</li> <li>Done/Not Done toggle</li> <li>Date Done</li> <li>Description of item</li> <li>Assignee (who the item is assigned to)</li> <li>Comments</li> <li>Projected (2 digit decimal number which can represent what you want it to... for planning it could be projected effort in terms of hours or relative difficulty points, for budgeting could be an amount of projected expense or for a shopping list it could be projected price to spend on a grocery item)</li> <li>Actual (2 digit decimal number which can represent what you want it to... for planning it could be actual effort in terms of hours or relative difficulty points, for budgeting could be an amount of actual expense or for a shopping list it could be actual price to spend on a grocery item)</li> <li>Due Date (when the item is due)</li> <li>Adding of new Checklist items (you initially have 3 unfilled item placeholders for adding new items and after each Save, you are given 3 more blank items where you can add items)</li> </ul> <p>While in edit mode, authorized humans can drag items up and down to change the order of the items... a way to visually imply a prioritization intention. Additionally, authorized humans are given the power to toggle their view of the Checklist from the Edit Mode to the "Simple View" which is seen by unauthorized Place Members.<br /><br />If you are a regular member of a Place (no admin granted powers... super powers) you will NOT be able to put a Checklist in Edit Mode that you haven't created. However, you can still do the following Simple View actions:</p> <ul> <li>Mark a checklist item as "Done"</li> <li>Add a Comment</li> <li>Delete a Comment that you've added in the past</li> </ul> <p><br />The rationale is to have a mechanism where people can always provide feedback to Checklist itesm or mark item as done, however, where important Checklist item content is protected from others destroying/changing the content.<br /><br />Additionally, we enable the deletion of Comments by Comment creators and Place Creators and those who have been given the Role of Place Admin in order to enable the removal of objectionable or incorrect content from Places. So, when you create a comment (Add Response), you will see an "X" to the left of the comment which means that you can delete that comment. If you don't see an "X" to the left of a comment, you did NOT create that comment AND you are not the Place Creator nor do you have Place Admin privileges.<br /><br />The normal user won't know all of these things but they are all in place under the covers to protect the integrity of the data and data creators intent by default. The system allows the data creators and those that have super powers in the place (Place Creator, Place Admins) to relax these restrictions by clicking a padlock icon to the left of leftbars. Now you only see padlock icons when you have the power to toggle restrictions on and off which is either when you create an artifact (Topic, Checklist, Document) or have Super Powers in a Place.</p> <div id="mcePasteBin" style="position: absolute; top: 0px; left: 0; background: red; width: 1px; height: 1px; overflow: hidden;" contenteditable="false"> <div contenteditable="true">X</div> </div> <div id="mcePasteBin" style="position: absolute; top: 1761px; left: 0; background: red; width: 1px; height: 1px; overflow: hidden;" contenteditable="false"> <div contenteditable="true">X</div> </div>
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