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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.
 
See Responsive Dialog Formats for information about how this dialog adapts itself to varying screen sizes.
 
Tasks Dialog (Checklists)
1

DIALOG TOOLBAR

1. DIALOG TOOLBAR
2

GROUP BY DROPDOWN

2. GROUP BY DROPDOWN
The selection here determines how the checklists are grouped in the tree.
3

CHECKLISTS TREE

3. CHECKLISTS TREE
This tree displays checklists (see Define Checklists), checklist tasks, and task steps. Drag checklists and/or checklist tasks and drop them on the table at right. Or, check the box next to one or more checklists or tasks and then click the button to send them to the table on the right.
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.