Checklists

Home > Administration > Business Process Designer > BPM Human Tasks > Checklists

Introduction Add To Do checklists to a task

Related Articles Activities BPM Human Tasks

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.