How To Load a Checklist from a Task

The Load Checklist from Task feature allows users to select another Task from the pick-list and add the Checklist Items for that task into the current Checklist grid.

  1. Right-click in the Checklist grid and select Load Checklist from Task. The following window will appear:

    Select Task

  2. Select a Task.

    Note: This window lists all the tasks that are housed in the Work Flow Setup Work Tasks module.

  3. Click select. The checklist items will appear in the grid.