Checklist Management

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Joemcgowan

• May 10, 2019 02:21

Would like to suggest some revisions to Checklist creation and management.

Need to be able to activate/de-activate checklists for individual offices as needed.  The current process of copying and deleting is too cumbersome.  While managing checklists, the page defaulting back to the ALL Checklist list makes it is all too easy to delete a checklist from the Master list, while leaving it in the offices.  Then there is no way to copy the checklist back to the Master list from an office.

Need more characters in the Checklist Item Name/Description and "Help" text field.

Need to make it easier to re-order the checklist.

 

 

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  Prod Squad

  • July 19, 2019 02:48
  • Edited

  Hi Joe! 

  Kris here from the SkySlope User Experience Team. Thanks for your feedback :) I have sent these notes to the Lead Product Manager. 
  
  A few follow-up questions for you: 

  • Would you say most offices are leveraging similar checklists (ie. most offices copy the same checklist from the master list into their own offices). I am trying to get a sense of scale for how often they are same vs. different?
  • Can you walk me through why you would deactivate a checklist for an individual office? Is it because you have an updated checklist for that same property type to be used? 
  • Can you provide a scenario for this to help me understand when you would reorder something? 

  Thanks again for your suggestions. Really appreciate it!

  Kris - Lead User Experience Designer

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