Create a Checklist

You can use the WF Checklist Maintenance form to create checklists that are not based on a template. Additionally, you can use this form to modify existing checklists.

Checklists are a grouping of tasks and steps that various assigned users can complete. For more information, refer to Understanding Checklist Hierarchy in Related Topics below.
  1. Enter a name for the checklist in the Checklist field. The system automatically sets the Status to New.
  2. Select the Enforce Order check box to ensure that users can only complete checklist tasks and steps in order.
  3. Select the Enable Notification check box to enable the system to send notifications to assignees when tasks or steps are ready.
    Note: If you do not select this check box, the system does not send notifications, even if notifications are set at the task and step level.
  4. Select the Private check box if you want to keep others from viewing, editing, or deleting this checklist.
    Note: Private checklists display on the WF Checklists report.
  5. Enter an optional description in the Description field.
  6. Enter the expected completion date in the Completion Due Date field, if necessary.
  7. Add steps and tasks to the checklist as necessary. For more information, see Adding Tasks to a Checklist and Adding Steps to Checklist Tasks.
  8. Save the checklist.