Add Steps to Checklist Template Tasks
After adding a task to a checklist template in WF Checklist Template, you may need to break it up into steps.
- Select the Steps tab.
- Enter N in the Step field to create a new step.
- Enter a brief description of the step in the Summary field.
- Select the Required checkbox if someone must finish the step to complete the task.
- Select the Use Notification checkbox to have a notification sent to the assignee when the step is ready.
- Enter a more comprehensive description of the step in the Description field.
- Select a step type from the Step Type drop-down field: Manual, Form, or Report.
- If you selected Form or Report as the step type, specify the form or report in the Form/Report field, or press F4 to select from a list of forms or reports.
- Add additional steps as necessary.