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Checklists Tab

 
Use the Checklists Tab to record, assign, and monitor the completion of, an unlimited number of tasks which need to be completed for records. Each task can consist of an unlimited number of steps. Predefined checklists (see (Portfolio/Lists/Define Checklists) can be dragged into the Checklist Tab.
 
Checklists Tab
1

Checklists Tab Label

1. Checklists Tab Label
The number in parentheses is the number of checklist tasks in the tab
2

Checklists Tab Header Fields

2. Checklists Tab Header Fields
3

Checklists Tasks Table Toolbar

3. Checklists Tasks Table Toolbar
4

Checklists Tasks Table

4. Checklists Tasks Table
5

Checklists Steps Sub-table Toolbar

5. Checklists Steps Sub-table Toolbar
6

Checklists Steps Sub-table

6. Checklists Steps Sub-table