Step by Step Guide
Planning Board, Scheduler or in the Schedules Screen
These screens have the same steps in answering Task Checklist.
1. Double click on the task to open it.
2. Click the checklist section of the task.
3. All the checklists configured for the task will be located in here.
4. Click on the '+' icon.
5. Start anwering the questions then click 'OK'. A check mark will be shown if the checklist was completely answered. A circle icon if partially answered.
6. Click 'Save'.
Actuals Screen
1. Go to the 'Actuals Screen'.
2. Select process to access.
3. Choose the name of the crew leader.
4. Double click on any task.
5. A pop-up will open, then choose the 'Tasks' tab.
6. Click the '+' whithin the task swimlane.
7. Answer the task checklist.
8. Click 'Ok'.
