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Define Checklists: Step 2

 
Navigation Path:  Portfolio>Lists>Define Checklists
Define Checklists: Step 2
 
1

Header Information

Enter the header information of the record.
2

Add Tasks

Click Add to define tasks associated with the checklist.
3

Add Sub-Tasks

Click add to define Sub-Tasks associated with the primary task.
4

Expand/ Collapse

 
Click the arrow to expand or collapse any sub-tasks associated with the primary task.
5

Save

When data entry is complete, click the Save icon to save the information.