We’re trying to find a way to manage project checklists in D-Tools that allows them to carry over seamlessly from task to task. Here’s the specific challenge we’re encountering:

Issue:

When we assign a checklist to a single task and later need to edit the assigned technicians (e.g., adding or removing techs due to availability changes), the system doesn’t allow us to remove a tech if their time has already been approved.

Desired Outcome:

Ideally, we want a solution where a checklist can move from one task to another while retaining all associated data (e.g., progress, input from techs).

This would allow flexibility in task assignments while keeping the checklist consistent and up to date across the project lifecycle.

Questions:

Is there a built-in feature or workaround to enable checklist portability between tasks?

Are there best practices for handling scenarios where tech assignments need to change, but checklists must remain intact?

Could summary tasks or another feature provide a solution?

Our goal is to streamline task management without losing checklist data or creating unnecessary duplication.