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8 votes
Todd Bean
supported this idea
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258 votes
Hey all,
We're considering the development of this feature in the coming months and would love to hear how you'd like to see checklists implemented in Atera.
If you'd like to discuss your needs, please schedule some time for a call here:
https://yakov-atera.youcanbook.me/
All the best,
Yakov
An error occurred while saving the comment Todd Bean
supported this idea
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Very excited to hear this may be on the radar!
Provisioning users is one of the biggest pain points for technicians and customers at every org I have worked for and an easy to use checklist is the best method to remain accountable.
My current org just moved to full in house and one of our main adoption points for Atera was the single pane of glass, being able to move between tickets and endpoints in one screen. We are having a lot of friction between on-boarding / transfer / etc which may require multiple steps and people to secure asset budgets, inventory, setup new users, acquire licenses, etc etc which has become our largest problem at this time to understand where we are at on these as it is very difficult to manage within Atera ticket comments as these can quickly balloon out.
Right now we are even looking at making our own work around by creating a checklist from an external source and using the ticket templates to hyperlink out of Atera into a different system. Having even a fairly simple checklist feature as others have suggested where we can use a template for pre-defined tasks as well as add new ones to the tickets would be immensely helpful.
For implementation, I would think that locking the checklist tab in between the Internal note box and the conversation tab would be good so that you can see if there is one set to the ticket once you open it to go review the conversation. Ideally, it would have perhaps an on/off radio button for if that ticket has a checklist, which can then be expanded or collapsed just like the conversation tab. I am a pretty visual person, so for me ideally the box around it would change colors if it is turned on to indicate there are checklist items to complete.