How to Manage Checklists in Tasks

Objectives:

• Add checklists to specific tasks

• Include unlimited items within each checklist

• Track task progress with automatic completion percentages

Steps:

• Access the Task Module

  • Go to the Task Module from the main menu

• • From the task grid, click on the Task ID of the task where you want to add a checklist

• Add Checklist Items

  • Navigate to the Checklist section

  • Click the "Add" button to begin adding items

  • You can add unlimited checklist items to organize and track subtasks

• Track Progress

  • Once you begin completing checklist items, simply click the checkbox next to each item

  • The system will automatically calculate and display the percentage of completion

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