1. Open checklists. See Open the Checklists Window for more information.
2. Click Add record to open the add checklists panel.

3. 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.

4. Select the group or individual checklists you want to add.
5. Click Insert.

See Classic Task Manager for an explanation of the Checklists fields.

1. Open the new Task Manager and perform a search. See Search for Tasks for more information on performing a search.
2. Click a Task Name to open the task action panels.

NOTE: A numerical count next to each panel header indicates the number of records associated with the task.

3. Expand the Checklist task action panel.
4. Use the search field to sort by visible columns.
5. Click Add Item to add individual or group checklists.
6. Select which columns are visible using the column icon (represented by three horizontal and three vertical bars).

7. Select a single or group item from the drop-down list and click Add.

NOTE: Groups checklists can be expanded to see associated individual checklists.

See Task Manager for an explanation of the Checklists fields.

1. Open the classic 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.

4. 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.

5. Select the group or individual checklists you want to add.
6. Click Insert.

See Classic Task Manager for an explanation of the Checklists fields.