The purpose of the task checklist is to allow the user to add items for future completion. Some of these items may be established as required to close the task as well as added by default upon selection of the category. The checklist items are set up in the Administration Console.
Description - Provides a brief description or title of the checklist item.
Checked - If selected, the checklist item has been completed.
Date Checked - When the Completed check box is selected, this field is automatically filled in with the current date.
User ID - When the Completed check box is selected, this field is automatically filled in with the logged in user.
Adding a Checklist Item
Click Add from the Check List Tab
Fill in the appropriate information
Deleting a Checklist Item
Select the row you wish to delete
Press Delete on keyboard
Click OK to confirm
Attachments can be added to checklist items by using the magnifying glass to browse the user's computer for the attachment or by dragging the file from windows explorer and dropping it on the line item for the checklist.