Checklist Notes
Add notes to a step to provide an explanation or additional instruction to complete a step in a steps checklist.
In the 2024.08 release, the notes for each step has been moved to a separate tab. The notes field allows an unlimited number of characters, so you can make the note as long as you need it to be. And there's a toolbar to format the font and paragraph options.
Showing notes in the Checklist pane
In the Checklist pane, clicking the Notes icon will show the notes attached to the step in a text window.
Viewing notes in checklist reports
When you print a checklist, select the checkbox to Include Notes. The entire notes entry will print after the step.
Step name: Enter Requisitions
Step notes: Lorem ipsum dolor sit amet, consectetur adipisci elit, sed eiusmod tempor incidunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur. Quis aute iure reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint obcaecat cupiditat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
In this section:
How do I change fonts in the Notes tab? (2024.08)
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
Checklist Notes
Add notes to a step to provide an explanation or additional instruction to complete a step in a steps checklist. In the 2024.08 release, the notes for each step has been moved to a separate tab. The notes field allows an unlimited number of ...How do I print notes for steps in a checklist? (2025.02)
Issue I'm printing a checklist that has notes attached to some of the steps. When I print the checklist, it only prints the step. It doesn't print the notes. Is there a way to print the step and notes so the printed checklist has everything I need to ...How do I print notes for steps in a checklist? (2025.02)
Issue I'm printing a checklist that has notes attached to some of the steps. When I print the checklist, it only prints the step. It doesn't print the notes. Is there a way to print the step and notes so the printed checklist has everything I need to ...Checklist - Navigating (2024.08)
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 ...What is a checklist?
An Electronic Checklist is an interactive tool for displaying tasks that need to be completed. The tasks can display in the order of completion, randomly, or sub-divided into mini To Do lists. Tasks can link to a report or routine in the application. ...