Checklists

Checklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task].

For example, if a support agent is assigned an incident task to investigate a wireless issue, a checklist can be used to document the individual steps taken.

Checklists are added to records after they are submitted. You cannot add a checklist as you create a record.

Enabling checklists in forms

To enable checklists, navigate to the form and add the Checklist formatter. For instructions, see Add a formatter.

Using checklists

You can add, remove, or rearrange checklist items. You can also save a checklist as a template for future use on other records. Any user can create or edit a checklist and check off completed items.

• Activate checklists
  Checklists are active by default on new instances. For instances upgrading from a previous version, the Checklist plugin must be activated.
• Create a checklist
  You can create a unique checklist for each task record. You can quickly create a checklist from a previously created template.
• Delete checklist or a template
  You can remove a checklist from a record, and delete checklist templates you no longer need.

Parent Topic:Forms in the classic environment