This article provides step-by-step instructions to help you add and manage action items, ensuring tasks are organized and easily tracked within your checklists for efficient project management.
Guide to Adding an Action Item to a Checklist Template
Step 1: Navigate to the Checklist Templates
Go to Checklist in the main menu.
Select Templates from the available options.
Choose the template you want to edit.
Step 2: Add an Action Block
Press Add Block.
From the options provided, select Actions. An action item block will now appear in the template.
Step 3: Customize the Action Item
Enable Attachments: Enable this option to attach files to the action item.
Attach a Defect: Use this option to link a defect to the action item.
Add an Action: Define specific tasks or steps within the action item.
Write Notes: Add any relevant details or context for the action item in the notes section.
Repeat Field: Enable this option to make the action item repeatable. Activating it will replicate the entire block as needed.
Step 4: Save Your Changes
After customizing the action item, press Save Template to save your changes.