Add Checklists

You can add one or more checklists to workflow tasks from the Edit Task panel or Task Manager.

PREREQUISITES:

  • To see checklists, users must have the View permission selected under Case Corrections in Admin. See Security Roles in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
  1. Open checklists. See Open the Checklists Window for more information.
  2. Click Add record to open the add checklists panel.

  1. From the Single or Group drop-down list, select the Group option to add a group of checklists, or select the Single option to add checklists individually.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the group or individual checklists you want to add.
  2. Click Insert.

Image of Checklist section open with Single selected

See Checklists Fields for an explanation of the Checklist panel fields.

  1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
  2. Click Checklists by the desired task to open checklists.
  3. Click Add record to open the add checklists panel.

  1. From the Single or Group drop-down list, select the Group option to add a group of checklists, or select the Single option to add checklists individually.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the group or individual checklists you want to add.
  2. Click Insert.

Image of Checklist section open with Single selected

See Checklists Fields for an explanation of the Checklist panel fields.