Task definitions serve as templates for recurring tasks.
Checklists can be added to a task definition and modified in a task instance.
Checklist items of a task instance appear in the Task Detail.
All checklist items must be done or bypassed (N/A) before the task can be completed.
Add checklist items to a task definition
Open the Edit Task Definition form: Settings > Task Definitions
Access requires permission. Unlock 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.
Add checklist items to a task instance
Open the Task Detail form: right-click on task > select Task Details (or double-click on task)
Under the Checklist tab, right-click a checklist item to Add Item.
Checklist items in a task instance cannot be deleted.
They can be bypassed by checking N/A (not applicable).
