Welcome > System data > Checklist items > Manage a Checklist item

Manage a Checklist item

You can create, modify and delete checklist items.

Create a Checklist item

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

  1. Navigate to System data > Checklist items.

    The Checklist items page appears.

  2. Click New.

    The New checklist item dialog box is displayed.

  3. On the Category list, select the category to which you want to associate the item. By default, your working category is selected.
  4. Enter a Name for the new checklist item.
    Note
    • A name cannot start with an integer.
    • A name cannot have special characters.
    • A name can have a maximum of 40 characters.
  5. Enter a Display name for the new item, such as Scan Document.
    Note A display name can have a maximum of 255 characters.
  6. Optional. Enter a Description for the new item.
    Note A description can have a maximum of 255 characters.
  7. Click Save.

Modify a Checklist item

You can modify and delete a checklist item.

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

Delete a checklist item

  1. Navigate to System data > Checklist item.
    The list of checklist items is displayed.
  2. On the context menu of the checklist item to delete, click Delete.

    On confirmation, the checklist item is deleted.