Use templates to create an ordered list of tasks that must be completed during a project.

  1. From the top menu, select Workbench > Checklist Administration.
  2. Select one of these options:
    • From the Actions drop-down menu, select Create New Template.
    • Click the template entry.
  3. For a new template, enter the template name, then click Add Template.
  4. (Optional) Enter the description.
  5. (Optional) Select project type associations, which automatically assigns this checklists to new projects of selected project types.
    1. From the Project Type drop-down menu, select one or more project types.
      You can deselect a type by clicking the entry again.
    2. Click outside the menu area.
      Selected types appear in the menu bar.
  6. Click Save.
  7. Perform any of these tasks:
    TaskSteps
    Add a new category
    1. Click either of the Add Category buttons.
    2. In the Checklist Category field, type the name of the new category, then press Enter or click Create New Category.
    3. (Optional) Enter the description and select the category type.
    4. Click Save, then close out of the edit window.
    Add an existing category
    1. Click either of the Add Category buttons.
    2. Begin typing the name of the category, then select the entry from the list that appears.
    Modify category details
    1. Select a category, then click the edit icon (  ).
    2. Perform the modifications, then click Save.
    3. Close out of the edit window.
    Remove a categorySelect a category, then click the delete icon (  ).
    Add a task
    1. Below the category to add the task to, click Add Task.
      Note: You must have at least one category to add a task.
    2. Enter the task name.
    3. Enter the task instructions.
    4. To add a reference, such as a URL, click Add Reference, enter the reference string, then click Add.
    5. Click Save.
    Link a master finding to a task
    1. Select a task.
    2. Click Linked Master Finding.
    3. Locate the master finding and click the Select button in the right-most column.
    4. Locate the variation and click the Select button in the right-most column.
    Modify task details
    1. Select a task.
    2. Perform the modifications, then click Save.
    Remove a taskSelect a task, then click the delete icon (  ).
    Reorder categories and tasksDrag and drop the category or task to the new location.