Create a Check List for a Task

Use the Task submodule to create check lists for tasks.

To use Tasks, you must have access to Jobs as defined in User Access Rights under Settings.

To create a check list for a task:

1. On the main toolbar, click Jobs .
2. In the left pane of the Jobs page, click Jobs List and highlight the job associated with the task for which you want to create a check list.
3. In the left pane of the Jobs page, click Tasks.
4. On the Tasks page, click the Tasks tab.
5. In the grid, highlight the task for which you want to create a check list and click Task Settings on the tab toolbar.
6. On the Task card, click the Checklist side toolbar and click CREATE NEW.
7. In the Create Checklist dialog box, specify the required information and click OK.
   Alternatively, click the Context Menu > Create.
8. Use the buttons on the check list tab toolbar to customize the check list.