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.
 
Checklists
1

HEADER TOOLBAR

1. HEADER TOOLBAR
Header Toolbar
2

RECORD TABS

2. RECORD TABS
Record Tabs
3

HEADER

3. HEADER
 
4

TABLE TOOLBAR

4. TABLE TOOLBAR
Details Table Toolbar
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