Adding a Checklist Item

To add a checklist item, compete the following steps:

  1. Right-click in the grid and select Add Record. The following screen will appear:

    Checklist Items

  2. Enter the checklist item.
  3. Click to save the record.
  4. Click to close the window.

Once you have added an item to the checklist, the grid automatically numbers the item for you. For example, if you have three existing items listed and you add another one, the one you add will automatically be numbered as the fourth item in the list.

To change the order of the items, complete the following steps:

  1. Select the item in the grid.
  2. Change the numbering order by using the Green Arrows arrows at the bottom of the grid.

See Also

Checklist Tab

Load Checklist From Task

Viewing, Editing, or Deleting Checklists