Release Checklist

Configure the Settings sheet

Select the ‘Settings’ sheet and enter the following information:

• Project Name: Give your project a name.
• Start date: Enter the project Start date.
• End date: Enter the project End date.
• Team: List everyone who will be working across all projects.
• Status: You may rename one or more of the default statuses.
• General: Adjust preference options to your liking.

🟢 Tip: To remove an entry in the ‘Team’ list, right click on the entry and select ‘Delete -> Table Rows’.

Start creating tasks

The Checklist sheet is used to manage tasks. Each task contains the following columns:

• Task: Enter the name of your task.
• Status: Select a status from the dropdown menu.
• Owner: Select someone from your team from the drop-down list.
• Hours: Enter the effort required for each task (in hours format).
• Progress: Enter a value between 0 and 100, which represents completion progress.
• Notes: Feel free to leave a note or comment for this task (optional).

🟢 Tip: The 'Progress' tile in the upper status bar calculates the result by looking at task statuses by default. To use the Progress column instead, change the setting called 'Calculate completion by status or progress' to 'Progress' on the Settings sheet under 'General'.