Checklists

Checklists are managed in Left navigation  System Administration  Checklists:

The Checklist Setup navigation item

To add a new checklist definition, click Add Definition in the bottom right corner:

The Add Checklist Definition button

The Code and Name fields are required. Click Save to create the definition and move on to adding items to the checklist.

On each item only the Instructions field is required, but you may add a description and Due Date rules if desired. When you are finished, click Save.

Refer to Tasks for information on adding checklists to cases.