You can allow your team, subcontractors, or stakeholders to access particular lists within your Itemize account, improving communication between all parties.

Subscriber login | Contact us

A service of Arlo Leach
Copyright © 2004-24, all rights reserved

Adding list items

To make tasks as clear as possible for your colleagues and allow for the greatest flexibility in searching and sorting lists, consider these tips for filling out each of the item fields:

(click to enlarge)

Name

Enter a short but distinctive description of this item. A good name will help your teammates quickly scan lists. Here are some examples of effective and ineffective names:

Effective names
- schedule kick-off meeting
- review content in beta site
- add FTP users to production server

Inffective names
- client meeting (not unique)
- testing (not specific)
- set permissions on images/catalog, images/media, and images/uploads directories (too long to scan; include details in the Notes field)

List

Select the list to which this item should belong.

Parent

Select an existing item if you want this item to appear heirarchically underneath it. If you've changed the List setting, you can click the Update link above this setting to show the items from the new list.

Status

Items can have one of three statuses: not started, in progress, and completed.

Flagged

You can flag an item to give it your immediate attention. However, keep in mind that flags are for your personal use, and your teammates won't see the flags that you set.

Priority

Items can have one of five priorities, from most important (5) to least important (1). As a rule of thumb, the items you add should be distributed fairly equally across the different priorities. After all, setting all your items to 5 won't get them all done at the same time -- whoever is completing the tasks will have to prioritize them in some way.

Position

To specifiy the sequence of events in a list, you can set the position of each item relative to the other items on the list. You can either enter a specific position value here, or use the up/down arrows on the list view to move items.

Date due

If you need an item completed by a specific date, you can specify that here. If you're managing your schedule with another tool, you can leave this blank to avoid having to update both if your schedule changes.

Notes

You can include any details that are too much to include in the item's name. For example, if you enter an item for a client meeting, you could include the location of the meeting or the agenda items here.