Checklists in progress¶
Tasks → Checklists in progress shows the checklist runs currently under way and how far they have got.
Create a run¶
A run is created from a template.
- Choose Create checklist run.
- Select the template.
- Enter the start date, end date and due date.
- Choose Create.
The tasks are copied from the template with their assignments, order and dependencies. The run gets a run number, so several runs from the same template stay distinct.
Checklist statuses¶
| Status | Meaning |
|---|---|
| In progress | The tasks are being worked on. |
| Submitted | All tasks have been submitted. |
| In approval | Sent for approval. |
| Done | Approved and on its way to posting. |
| Posted | Posted in the ERP. |
Following along¶
Checklist details shows the run's name, number, dates and status. Tasks lists the lines with their assigned user, type and status.
Activity is the log: what has happened, who did it, and the comments written along the way. You can add a comment to the checklist or to an individual task.
Sending for approval¶
Once the tasks are submitted, you send the checklist for approval. It changes to In approval and you are told it has been submitted.
You can reject an individual task along the way. It is returned to the assigned user with a reason.
Archive¶
Finished checklists sit in Checklist archive.