How to Modify the Default Checklist for a Task
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Add checklist items to a task definition
Open the Task Definition form under Settings on the drop down menu. You will need permission to open this form which can be granted on the Employee form with the permission titled 'Can edit Task Definitions'. Access to this form is typically not granted to everyone since you can modify the default formulas for Tasks that will calculate globally across all Tasks.: Settings > Task Definitions
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Access requires permission. Unlock on Employee form > “Can edit Task Definitions” |
Select a Type,
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find and select the Task 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 which you can use to control the Sort order in which the items are displayed.
To delete a row, right-click it and select Delete.
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Modify a checklist in a task instance
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