How do I manage my checklists?
Use the side navigation bar on the Main Menu to launch the Manage Checklists form. You can use this form to perform these tasks:
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View checklists by application
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Create a new checklist
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Update tasks on an existing checklist
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Copy a checklist
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Add/remove a checklist
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Select your default Electronic Checklist
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Export/import a checklist
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Sharing a checklist
Managing my checklists
1. Click Checklist.
The Electronic Checklist fly-out menu displays.
2. Click Manage Checklists .
The Manage Checklists form displays.
Manage Checklists
View checklists by application
The navigation pane on the left displays a list of Caselle checklists. Clicking [+] will show groups of tasks that have been created for each application.
Checklists created for Accounts Payable
Create a new checklist
See the help topic titled How do I create a new checklist?
Update tasks on an existing checklist
See the help topic titled How do I create a new checklist? and How do I update a checklist?
Copy a checklist
See the help topic titled How do I copy a checklist?
Add/remove a checklist
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To add a checklist, see the help topic titled How do I import a checklist? and How do I pick my default checklist?
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To remove a checklist, see the help topic titled How do I remove a checklist?
Select your default Electronic Checklist
See the help topic titled How do I pick my default checklist?
Export/import a checklist
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See the help topic titled How do I import a checklist?
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See the help topic titled Can I export a checklist?
Sharing a checklist
See the help topic titled How do I share a checklist?
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