Adding to the Checklist

To add to the checklist, complete the following steps:

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

    Routine Checklist

  2. Type in a checklist item.
  3. Click to save the record.
  4. Click to close the window.

    Note:  Each checklist item is sequentially ordered by the system in the order it was entered.  To change the order of your checklist items, click the arrows Green Arrows at the bottom of your screen.

See Also

Checklist Tab

Load Checklist from Task

Viewing, Editing, or Deleting a Checklist Item