Create a checklist item

Multiple checklist templates can use the same checklist item.

  1. On the Home tab, click Data > Checklist Items.

    The Checklist Items page appears.

  2. Select a Category for the checklist item.
  3. Enter the Display Name for the new item, such as Scan Document.
  4. Enter a Name for the new item.
  5. Enter an optional Description for the new item.
  6. Click Add Add.