-
In the To Do List, select the step for which you want to update the checklist.
-
Click Checklist Preview Pane
to display the checklist in the checklist preview pane.
If the checklist preview pane is already displayed, the checklist associated with
the step appears in the checklist preview pane when you select the step.
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Click and type in the appropriate checklist boxes to complete the checklist, providing information about the completion of the checklist item and additional notes to be saved in the database.
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Click Save Checklist
.
After you complete the checklist, you can approve or complete the workflow step.
Checklist items can be optional or required, depending on the way the workflow template
was configured.