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Add checklist items to a task definition
Open the Edit Task Definition form: Settings > Task Definitions
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Access requires permission. Unlock on Employee form in Employees > Permissions > “Can edit Task Definitions” |
Select a Task Type, find and select the Task Definition that will be modified, then select the Checklist tab
Add one or more checklist items by typing into the Description field.
The Sort column is optional and will accept integer values. Controls the order in which checklist items are displayed (overrides default alphabetical order).
To delete a row, right-click it and select Delete.
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Add checklist items
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to a task instance
Open the Task Detail form:
Right-click checklist item to edit.
<illustrate with screen captures>right-click on task > select Task Details (or double-click on task)
Under the Checklist tab, right-click a checklist item to Add Item.
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