When completing an Action item you may find it helpful to create a checklist of tasks that will enable you to complete the item. Within the Review Checklist Stage of the Guided Process you will see Key Fields showing you how many Checklist items there are and how many of those have yet to be completed.
You will see further down the page all of your checklist items in one place.
Then if you need to edit your Checklist Item or mark it as complete click on the down arrow next to the item and select 'Edit'.
Then tick the Complete box to mark as complete and click SAVE.
New Checklist Item
To create a new checklist item click the 'New Checklist' button at the top right of the Related Checklist items grid.
Then provide the Checklist Name, Description, Due date and Assign Owner if needed (the default owner will be you).
For checklist items we recommend that they be items that can be completed with 24-48hrs.
Once details have been provided select 'Next'.
The checklist item will have now been created and can be found in your Related Checklist Items TAB.
