Basic checklist

Posted on 2012-09-12
Last Modified: 2012-09-13
We are using Office 365/sharepoint online, and would like to create a site with a page where team members can "sign off" that they've performed daily duties.  I see something as basic as 3 columns:

Confirmation of work ("Y" as an example)

How would I best set this up?
Question by:wylde342
    LVL 31

    Expert Comment

    by:Jamie McAllister MVP
    Your choice of a Task List or a custom list. Save as a template with content if you need many copies of it.

    Is this to refresh on a daily basis or are the tasks done once when a site is created?

    Author Comment

    This is a refresh on a daily basis.  A silly example would be, "Took trash out."

    Date:      Confirmation:       Initials:
    9-13-12   Y                           JJJ

    The headings would be static, our team would enter the second row of information.
    LVL 31

    Expert Comment

    by:Jamie McAllister MVP
    OK, you could pre-create many tasks, and configure a view so that only todays item were displayed in a webpart on the page.

    Beyond this, a SharePoint Designer workflow could be created that would automatically create the next item, or blank it for the new day or some such.

    Author Comment


    Any basic direction/instruction on accomplishing the first suggestion?
    LVL 31

    Accepted Solution

    Create a Task List or your own list to store the tasks.

    Create a View showing the items.

    Set a Filter on the view so that it shows items when Date "Is equal to" [Today]. (Use the square brackets just like this)

    Drag a List View webpart onto the front page to view that List and make sure it uses that view with the filter.

    Tell your teams to use it. :)

    Author Closing Comment

    Great response :)

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