Checklists MOD0099E5

Access

Information

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

By clicking on the Insert button in the toolbar or by selecting the Insert → Checklist context menu command, a blank record will be inserted.
Enter a checklist name.
- As a result, the number is automatically generated in the Checklist field.
Select Subject area from the listbox of the same name.
Select Insert → Checklist item from the context menu to enter the individual items.
Enter your text in the Checklist item field.
Add further items if necessary.
After saving, the new checklist can be used as a copy template.

Notes

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.
Individual checklist items can be assigned to the todo items in the Todo Items, Schedule or Task modules.