If you want to associate a checklist to a workflow step, you must first create the checklist and its checklist items. Once created, the checklist can be set for any workflow step. For more information about configuring a custom workflow template, see Creating a new workflow template.
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Click File > New > Workflow > Step Checklist in the Desktop Client.
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Type a new name for the checklist, and click Finish. The new check list is displayed in the Desktop Client.
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In the Desktop Client, right-click the check list, and click Manage Checklist Items in the shortcut menu.
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Click (Create new check list item and relate it). The Create New Check List Item dialog box is displayed.
You can also create a new item directly from the shortcut menu; see below.
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Type a name and a description for the item.
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Click OK. The new item is displayed in the Manage Checklist Items form.
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Click OK.
Click Remove Selected Item to remove the relationship between a checklist item and a checklist. The item is deleted from the database.