Add Tasks to a Checklist
You can use the WF Checklist Maintenance form to add tasks to workflow checklists.
- Create a checklist. For more information, refer to Creating a Checklist above.
- Enter N in the Task field to create a new task record.
- Enter a brief description of the task in the Summary field.
- Select the Required checkbox if someone must finish the task to complete the checklist.
- Select the Use Notification checkbox to have the system send messages to assignees when tasks are ready.
- Enter a task status in the Status field, or press F4 to select from a list of available statuses.
- Enter a more comprehensive description of the task in the Description field.
- Select a task type: Manual, Form, or Report.
- If you selected Form or Report as the task type, specify the form or report in the Form/Report Name field. Press F4 to select from a list of forms or reports.
- Enter the user you are assigning the task to in the Assigned To field. The Assigned Date field defaults the current date.
- Enter the date due in the Due Date field, if needed.
- Add additional tasks and steps, as necessary. For more information on adding steps to a task, see Adding Steps to Checklist Tasks.