Task definitions serve as templates for recurring tasks.
Checklists can be added to a task definition and modified in a task instance.
Add checklist items to a task definition
Open the Task Definition form: Settings > Task Definitions
Access requires permission. Unlock on Employee form > “Can edit Task Definitions”
Select a Type, 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.