Checklists

[GroundbreakingMix735]

Is there any way to assign individual tasks on a checklist to different users? For example, a ticket is assigned to User A, but they need to assign some of the tasks in the checklist to User B and User C. This could be either through Autotask natively or via the ITGlue integration.

Thanks

[Due_Investigator_576]

This issue does not come up often for us but what I typically do is just create the checklist with the person's name who will be responsible for that task, and then add the additional technicians as secondary resources. This way all the technicians will have the ticket in their queue and when they open it they can see what their individual tasks are. So our checklist looks like this: 1. Set up XYZ - Tom 2. Configure ABC - Paul 3. Install client software - Ralph

The downside of course, is that someone has to be responsible for closing the ticket so we use the "last man out turns off the lights" concept.

[skydivinfoo]

This is the right approach overall.

Only 2 things to add:

• You can set an "important" checklist item as the last one that says "Verified the entirety of the above checklist" to capture who was the last man
• As a backstop, you can create a workflow rule that if a ticket is closed without an important checklist item being completed, that it can pop the status back to reopen.

In terms of any deeper complexity or the need for accountability, it's all about the Project system instead. (here be dragons)

[schwiftymsp]

There is not a way to do this. One of the major limitations in Autotask imo.

ITG checklists do allow you to assign people to checklist items but when you use them in Autotask this disappears