Add Tasks to a Checklist

You can use the WF Checklist Maintenance form to add tasks to workflow checklists.

  1. Create a checklist. For more information, refer to Creating a Checklist above.
  2. Enter N in the Task field to create a new task record.
  3. Enter a brief description of the task in the Summary field.
  4. Select the Required checkbox if someone must finish the task to complete the checklist.
  5. Select the Use Notification checkbox to have the system send messages to assignees when tasks are ready.
  6. Enter a task status in the Status field, or press F4 to select from a list of available statuses.
  7. Enter a more comprehensive description of the task in the Description field.
  8. Select a task type: Manual, Form, or Report.
  9. 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.
  10. Enter the user you are assigning the task to in the Assigned To field. The Assigned Date field defaults the current date.
  11. Enter the date due in the Due Date field, if needed.
  12. Add additional tasks and steps, as necessary. For more information on adding steps to a task, see Adding Steps to Checklist Tasks.