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Tasks Dialog (Checklists)

 
Use this dialog to add checklists to the Checklists Tab in records. Drag items from the tree on the left and drop them on the table.
 
Tasks Dialog (Checklists)
1

Group By Dropdown

1. Group By Dropdown
The selection here determines how the checklists are grouped in the tree.
2

Checklists Tree

2. Checklists Tree
This tree displays checklists (see Portfolio/Lists/Define Checklists), checklist tasks, and task steps. Drag checklists and/or checklist tasks and drop them on the table at right.
3

Delete Button

3. Delete Button
Select one or more lines in the table and then click this button to remove them, before adding them to the record.
4

Checklists Table

4. Checklists Table
Drag checklists and/or checklist tasks from the tree at left and drop them here. Lines in this table will be added to the record when you click the Save and Close button.
5

Save and Close Button

5. Save and Close Button
Save & Exit Button
6

Close Button

6. Close Button
Close Button