A Check List may be used to define steps or instructions on a Project Task
Add a Check List to a Project Task:
- On a Project record, click on the Check List tab
- From the Check List Def drop down menu, select which Check List you would like to use (the Check List steps will appear in the Check List grid)
Important: You may at any time select a different Check List from the Check List Def drop down menu, but this action will delete any existing Check List items
Mark Check List Item(s) Complete:
Method 1:
- Open a Project form (in EDIT mode or not) and click on the Check List tab
- On any Check List grid item, click the check box in the Compl. column (the Actual and Comp by columns will auto-fill)
- Select a Result option from the drop down in the Result column (record must be in EDIT mode)
- Category and Sub Category may be selected from the drop down menu in their respective columns
- Click SAVE icon
Method 2:
- With the Project form NOT in EDIT mode, highlight any Check List grid item
- From the Extended Menu, select “Mark Complete”
- Note that you will still need to put the record in EDIT mode if you wish to add a Result in the Result column, or a date in the Completed column
Note: Any Check List item may be edited by drilling into that item. Additional information may be added in this way including Instructions, Comments, and / or notes