Difference between revisions of "Checklists"
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* If you wish to prevent the completion of the task while there are any outstanding checklist items on the task, select the '''Do not allow completion unless it is 100% complete''' within the '''Task Details''' section when configuring the task. | * If you wish to prevent the completion of the task while there are any outstanding checklist items on the task, select the '''Do not allow completion unless it is 100% complete''' within the '''Task Details''' section when configuring the task. | ||
− | [[Category: | + | [[Category:Configuration]] |
Latest revision as of 22:26, 18 March 2024
Home > Administration > Business Process Designer > BPM Human Tasks > Checklists
IntroductionAdd To Do checklists to a task |
Related Articles |
Adding Checklists and Checklist Items
Click on Manage Checklists on a task and Add Group
- Give the Checklist Group a Name
- Click on the + button to add your first and subsequent checklist items
- Use the arrows to re-order the checklist items in the checklist group
- Use the trashcan to remove checklist items and or the checklist group
- Use the Add Group to add subsequent checklist groups to the same task
- Use the arrows to re-order the checklist groups on the task
Click Apply to add the checklist group/s to the task
Managing Checklists
Click on Manage Checklists to edit or delete the checklists associated to the task
Considerations
- When a user ticks a checklist item as having been complete on the task, the % progression through the checklist items will be indicated on the task
- If you wish to prevent the completion of the task while there are any outstanding checklist items on the task, select the Do not allow completion unless it is 100% complete within the Task Details section when configuring the task.