Load Checklist from Task

This feature allows you to select another task from the pick list.  The checklist items for that task will be auto-populated in the current Checklist grid.

To load a checklist form a task, complete the following steps:

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

    Select Task

  2. Select a task from the Tasks window. 

    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.

See Also

Checklist Tab

Adding to the Checklist

Viewing, Editing, or Deleting a Checklist Item