A steps checklist is a type of checklist that outlines the specific actions or tasks that need to be completed in a particular order. It breaks down a process or procedure into manageable steps, making it easier to follow and ensuring that nothing is overlooked. Steps checklists are commonly used in areas such as project management, quality control, and standard operating procedures to ensure consistency and thoroughness in completing tasks.

Launching checklists

To open Checklists, click Checklists. It's located in the toolbar on the right-side of the view. 

Docking and undocking checklists

When you open Checklists, the panel will dock in the default location. 

To pin the checklist so it stays on top, click . To unpin a checklist, click .

To move the checklist off the workspace, click on the panel and drag it to a new location. 

For example, you can drag and drop the dock to a location that is next to the Connect workspace so you can have more space to work inside the main workspace. Using the checklist next to the workspace means you can move it out of the way but still have it in plain sight so it's easy to see what step happens next in the checklist. 

Zooming in and out

To make the text in the checklist larger to make it easier to read, click Zoom In . Zooming in will not affect the text size in the main workspace. 

         

To make the text in the checklist smaller, click Zoom Out .

 

Closing checklists

To close the checklist panel, click Dock to Home Position .

Viewing a checklist

The default checklist is the checklist that you'll see when you launch the checklist pane. You can use the box at the top of the pane to select a different checklist. The checklist will show you a list of all of the checklists that have been added to the application. 

Printing a checklist

Send a checklist to the printer. The printed checklist will include the steps, notes, and links in the checklist. 

• View the checklist on the computer to use the links in the checklist. 

• Print the checklist to paper to work off the printed report. The links will be disabled. 

• Print the checklist history to view the step, the user who completed the step, and the date when the step was marked as completed. 

Restoring default settings

To replace the current settings with the default settings, click Restore Default Settings .

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