Activating checklists

When you create a new checklist or new version of an existing checklist, it is in Proposed status and cannot be assigned to resources. When you are ready to assign the checklist, you must activate it.

  1. Select Development Planning > Checklists > Define Checklists.
  2. Select the Proposed or Inactive checklist and version to activate and select Activate Version.

    If no Active version exists for the checklist, the status changes to Active.

    If an Active version exists for the same checklist, you receive a warning that the other version will become Inactive. Click OK to continue.

  3. To inactivate an Active version, either activate an Active version of the same checklist, or right-click the Inactive version and select Inactivate Version.