User Guide PMWEB 2025
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Tasks Dialog (Checklists)

 
Use this dialog to add checklists to the Checklists Tab in records.
 
Tasks Dialog (Checklists)
1

Group By / Filter Section

1. Group By / Filter Section
Use this section to determine what shows in the tree
2

CHECKLISTS TREE

2. CHECKLISTS TREE
This tree displays checklists (see Define Checklists), checklist tasks, and task steps. Check the box next to one or more checklists or tasks and then click Save to add them to the record.
3

DIALOG TOOLBAR

3. DIALOG TOOLBAR