Create a checklist template
Use the following procedure to create a
checklist template.
-
Navigate to
.
The Checklist templates page appears.
-
Click
New.
The New checklist template dialog box is displayed.
- Enter a Name for the checklist template.
- Enter the Display name for the checklist template, such as Scan Document.
- Select a Category for the checklist template.
- Optional. Enter a Description for the checklist template.
-
Click
Add for
Checklist items.
The Add dialog box is displayed.
- Add the checklist items as needed and click Done.
-
To configure possible responses for each checklist item and define the columns to display, perform the following
steps:
- Click for Responses.
- Enter a Name and Description for the response.
-
Click
Add.
At runtime, each possible response appears in a separate column next to the checklist item.
-
Click
Save.
The checklist template appears on the Checklist templates page. You can sort the checklist templates in alphabetical order on the name and description.