What_is_a_checklist_

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. Clicking on a linked task will launch the report or routine. When the task is complete, there's a checkbox to show the task is finished.

Electronic Checklists allows you to create a new checklist, import a checklist, and share checklists between users.

 

Electronic checklist

 

How do I manage my checklists?

How do I manage My View List?

How do I pick my default checklist?

How do I print a checklist?

How do I remove a checklist?

How do I share a checklist?

How do I update a checklist?

How do I update a link in a checklist?

Where are my checklists?

How do I copy a checklist?

How do I create a new checklist?

How do I import a checklist?

How do I start a new line in the Notes box?

 

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Why is my checklist showing the wrong dates?

      Issue I am using the electronic checklist to complete the pay period checklist, but the checklist is showing the wrong dates. The dates shown are two years in the past instead of showing the dates for the current pay period. How do I fix it so the ...
    • 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 ...
    • 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 ...
    • For Each Day Checklist

      Webinar: Accounts Payable Refersher Training (2023.08) Learn how to complete the For Each Day checklist tasks in Connect Accounts Payable. The checklists help guide you through the accounting process. It helps ensure all necessary actions are ...
    • Can I export a checklist?

      Use export to save a checklist created in Connect applications to send to another Connect user. Exporting a checklist 1. Click Checklists. 2. Click Manage Checklists. 3. Click to select the checklist. 4. Click Export the Selected Checklist . The ...