Information

  • For todo items, individual steps can be recorded in the form of checklist items. They can either be recorded individually or be copied from the checklist templates as entire checlists.

Assign individual checklist items

  • insert an empty checklist item record for the required todo item by right-clicking on the todo item and selecting the Insert → Checklist item command.
  • Describe the item.
  • Save.

Copy entire checklists from predefined checklist templates

  • switch to the Todo Item module (by right-clicking or by directly clicking on the ID of the required todo item).
  • In the Todo Item module, right-click on the todo item.
  • Select Copy checklist from the context menu.
  • Select a checklist in the Copy checklist from template area and click on the link on the checklist name.
  • The checklist items of the selected checklist are assigned to the todo item.
  • Save.

Details

  • Checklists can also be copied additively.
  • Checklist templates are created and managed in the Checklists master data module.