Checklists

Some tasks have checklists attached to them. You can add, remove, or complete checklist items once you have searched for tasks using Task Manager.

PREREQUISITES: The first time you open Respond, you need to add any apps or pages you need or want to access. For example, use the Route menu option to add a menu item that navigates to the Asset Details, License Management tool, and other pages. See Add Menu Items and Edit Item Fields for more information.

NOTE: A yellow dot next to Checklists indicates checklist items are present on the case.

1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
2. Click Checklists by the task to open the checklists section.

TIP: If there are no records, click Add record to add a record.

Details like comments, completed by/date, and modified by/date fields are included with each checklist. See Edit or View Checklists for more information.