Defining checklist tasks

Checklist tasks are checklist components that are not associated with a competency, skill, or learning activity.

  1. Select Learning and Development > Set Up > Checklist Components > Checklist Tasks.
  2. Click Create.
  3. Specify this information.
    Effective Date

    Required. Specify the date on which the checklist task becomes effective.

    Checklist Task

    Required. Specify the checklist task name.

    Description

    Specify a description for the checklist task. If you leave this field blank, the checklist task name defaults.

    Active

    The checklist task is active by default. Clear this check box to inactivate it.

    Summary

    Specify a summary of the checklist task.

    Note: The summary can be printed on the printed resource checklists if Checklist Task Summary is selected in Checklist Rules.
  4. Click Save.

    After you assign the checklist task to a checklist, you can add criteria, attachments, and URLs.