Load Checklist from Task

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

To load a checklist from 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

List and Events Tab

Adding Checklist Items

Viewing, Editing, or Deleting a Checklist Item

Populate Complete Date

Events Grid