Checklists

The Checklist records associated with a Task Setup record represent actions that must take place before the Task is considered complete. When a user selects the Task as a Main Task on a Work Order or PM/Template, Lucity automatically loads these Checklist items into the Work Order or PM/Template's Checklist grid.

Checklist Grid

A Task Setup record's Checklist grid lists the Checklist records associated with the Task by default.

folder Using Grids >> Add new record Grid Tools>> Android Screenshot Editable Grids>> Web_edit Using Forms >>

  

How to add a Checklist item to a Task Setup record

How to load a Checklist from another Task Setup record

How to reorder records

In This Section

Toolkit