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Adding Checklists

How to manage the Checklists in a Project

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Written by Ashok P
Updated over a month ago

You can add multiple checklists from your global list of checklists to the project.

To add a checklist to a project, go to Open > Checklists in the Project tab in the ribbon.

This will open the Manage Project Checklists form, where you can add and edit checklists.

Edit Checklist

When you open a checklist for editing, you will see the following additional fields for every item: Completed, Status, Completed On, Completed By, and Notes.

When you check an item in the list, the fields will automatically populate as shown below, but you can manually set or change the fields if needed.

You can modify the list of items on a checklist using the controls along the ribbon.

Changes made to the checklist will be specific to the project, i.e., they do not save to your global list of checklists.

Change Item Status

You can manually change the status field for any item in the list to "In Progress" or "On Hold."

status.png

When an item is marked as "On Hold," an icon will be displayed next to the item in the checklist.

oh hold warning.png

Checklist Report

If you want to view or print a report of a checklist, click the Preview Button.

preview button.jpg

This will generate a report of the checklist that you print or download.

checklist preview.jpg
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