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.
In the Work > Administration > Work Flow Setup > Task Setup module, click the button to expand the Task Setup record to which you want to add a Checklist item.
Select the Checklist grid and click the button. A new record appears.
Describe the required activity in the Checklist field.
Save and close the record. The new Checklist item appears in the Task Setup record's Checklist grid.
In the Task Setup record's Checklist grid, click the Toolkit and select Load Checklist from Task. A window opens listing Task Setup records that already have Checklist items associated with them.
Select a Task from the list and click Select. The system copies the Checklist items into the first Task Setup record's Checklist grid.