Checklist Designer
Overview
The checklist designer allows you to manage a checklist. It is visible in the following places:
Layout and Functionality
The Category/Task Pane
The top half of the checklist designer displays the checklist categories in a tabbed pane. The tabs are ordered. The title of the tab
indicates the name of the category.
Within each category pane, you are presented with a table
displaying all of the tasks in that category. The tasks are also
ordered.
The table displays the following columns:
- Complete: Whether or not the task is complete
- Task name: A short summary of the task
- Help text: A button that lets you edit the help text for the task. The text itself is visible in a read-only pane below the table.
- Note text: A button that lets you edit the help text for the task. The text itself is visible in a read-only pane below the table.
The Help Text/Note Text Panes
Below the section/task pane, you'll see two text areas that display the help text and note text for the currently selected task.
At the bottom of the pane are the buttons.
Action Buttons
The buttons at the bottom of the panel provide the following functionality:
- Copy from component: Copies data from another checklist component into this one
- Create new component: Creates a new checklist component that is a copy of what you see in this component.
- Import: Imports checklist data from a comma-separated value file
- Export: Exports the checklist's data to a comma-separated value file
- Report: Creates a checklist report
- Create category
- Rename category
- Delete category
- Move category up
- Move category down
- Create task
- Delete task
- Move task up
- Move task down
- Move task to a new category
See also