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Checklist

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Location: Configuration Checklist

 

Prerequisites:

None

 

Overview:

The checklist is a checklist composed of questions that help in the approval steps of projects and programs, as well as in the execution of tasks.

 

Specific buttons:

Click on this button to add a new checklist. See further details about this operation in the Configuring a checklist section.

Click on this button to edit the checklist selected in the list of records.

Click on this button to delete the checklist selected from the list of records.

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the "Search filters" to easily retrieve records based on specific information.