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.
Completed Field - Check this box to mark the task as completed. Checking this box sets the Completed Date field to today's date. Unchecking this box clears the Completed Date field.
Completed Field - Check this box to mark the step as completed. Checking this box sets the Completed Date field to today's date. Unchecking this box clears the Completed Date field.
