Template Management

Task Checklist: Add/Remove Items

The Task Checklist: Add/Remove Items page is used to manage checklist items for a template task. Checklist items are like mini-reminders; they are sub-tasks that must be done before a task can be completed. Each checklist item starts out with a value of Pending, which can be changed to Passed, Failed, or Not Applicable when the task is worked.

 

To maintain checklist items:

  1. Click the box in the Status column and choose the appropriate status.

  2. Click the Add/Update Items button.

  3. To delete a checklist item, click the red "X" for the appropriate item.

  4. In the New Checklist Items section, type the items you want added to the checklist.

  5. Click Add/Update Items.

 

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