Checklist items must reside in a category.
Create a checklist
- Navigate to Checklists.
- Click New Checklist.
Figure: The New Checklist option on the Checklists page.
- Enter your checklist details.
- Click Save.
- On the Edit Checklist page, in the Categories and Items area, do any of the following:
- To add a category to the checklist, click New Category. Enter your category details and click Save.
- To add an item to the checklist, click New Item. From the Category drop-down list, select the category for your item. Enter your item details. If you want the item to be due by a certain date or time, select the check box and enter your Due Date information. Click Save.
Note: The default due date for a checklist item is one month from the current date.
Figure: The Checklist Properties and Categories and Items sections in the Checklist Contents tab.
- Repeat step 5 until you've added all your content to the checklist.
- Click Save and Close.
Copy a checklist
- Navigate to Checklists.
- Open the Actions menu for the checklist you want to copy, and click Copy.
Figure: The Actions menu for a checklist showing the Copy option.
- A new checklist is now visible at the bottom of the list of checklists with the title Copy of {original checklist name}.