Importing checklists from task plans

To import checklists from task plans:

  1. Select Work > WO Planning > Task Plans.
  2. Select the task plan for which to copy a checklist, and then click the Checklist tab.
  3. Click Import Checklist.
  4. Specify this information:
    Task Plan
    Specify the task plan from which to copy the checklist. The task plan description and Task Revision are automatically populated.
  5. Click Submit.
Parent topic: Defining task plan information