Access
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PM Administration → Further Master Data → Checklists
Information
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In this module, checklist templates are created and managed, which are used as a copy template when creating and assigning checklists to todo items (in the Todo Item module).
Procedure
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By clicking on the Insert button in the toolbar or by selecting the Insert → Checklist context menu command, a blank record will be inserted.
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Enter a checklist name.
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As a result, the number is automatically generated in the Checklist field.
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Select Subject area from the listbox of the same name.
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Select Insert → Checklist item from the context menu to enter the individuals items.
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Enter your text in the Checklist item field.
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Add further items if necessary.
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After saving, the new checklist can be used as a copy template.
Note
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Checklists from checklist templates can only be assigned to the todo items in the Todo Item module, in which individual todo items are to be edited in the form of a data sheet.
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Individual checklist items can be assigned to the todo items in the Todo Items, Schedule or Task modules.