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Define Checklists

 
Use checklists to list, assign, and monitor the completion of, an unlimited number of tasks that need to be performed for a record. Each task can be comprised of an unlimited number of steps. Checklists defined here can be dragged and dropped into the Checklists Tab of records.
 
Define Checklists
1

Define Checklists Header Toolbar

1. Define Checklists Header Toolbar
2

Checklist Type Field

2. Checklist Type Field
3

Checklists ID* Field

3. Checklists ID* Field
Required. An alphanumeric ID for the record.
4

Description Field

4. Description Field
5

Tasks Table

5. Tasks Table
Use the Add button to create as many checklist tasks as you wish. Fields include:
  • Task - Read only. The order that the task appears in the checklist. This field can be indirectly edited by dragging and dropping up or down in the table.
  • Task ID - An alphanumeric ID for the task
  • Description - Description Field
  • Task Type - Type Field
  • Skills Field - Skills Field
  • Notes Field - Notes (Memo) Field
  • Optional Checkbox - Place a check in this field to note the task as optional
6

Steps Sub-table

6. Steps Sub-table
Use this sub-table to create an unlimited number of steps per task
7

Notes Tab

7. Notes Tab
8

Attachments Tab

8. Attachments Tab