Manage a Checklist item

You can create, modify, and delete checklist items on the Checklist items page.

To open the Checklist items page, navigate to System data > Checklist items.

Create a Checklist item

Create a checklist item and reuse the same in multiple checklist templates.

On the Checklist items page, click New.

The New checklist item dialog box is displayed.
On the Category list, select the category with which you want to associate the item. By default, your working category is selected.
Enter a Name for the new checklist item.
- A name cannot start with an integer.
- A name cannot have special characters.
- A name can have a maximum of 40 characters.
Enter a Display name for the new item, such as Scan Document.

A display name can have a maximum of 255 characters.
Optional. Enter a Description for the new item.

A description can have a maximum of 255 characters.
Click Save.

You can modify a checklist item.

Navigate to System data > Checklist items.
The checklist items available within your working category are displayed.
On the Checklist items page, you can locate a checklist item to find a specific checklist item or search for a checklist item within a specific category.
Click the checklist item you want to modify.
The Edit checklist item dialog box is displayed.
Make changes as needed.
Click Save.

On the Checklist items page, on the context menu of the checklist item to delete, click Delete.

On confirmation, the checklist item is deleted.

How to: