Logo Help Center
Back to Help Center Submit a request Sign in

  1. MiiiA Support
  2. D365 Checklists
  3. Checklists

Using Checklists

 

D365-Checklists-Screenshot-01.jpg

Your System Administrator will enable Checklists on one or more entity forms in your system. This could be enabled on Tasks, Opportunities, Contacts or most other System or Custom entity record types.

 

Link

More info for SysAdmins is available in the Add Checklists to Entity Forms article

 

 

What are they?

Checklists are the easy way to create to-do items on-the-fly, or call upon Checklist Templates for pre-defined lists.

D365-Checklists-Screenshot-06.jpg 

Link

For more info on templates please see the Using Checklist Templates article

 

 

 

Set the Checklist Items

  • Navigate to your Entity records where Checklists are enabled
  • Add Checklist Items as required

Dynamics365-Checklists-Demo.gif

  • Edit, Resort or Delete as required
  • When done just Save the entity record

 

Using Templates

  • When using any Checklist, click the Use a Template button

D365-Checklists-Screenshot-02.jpg

  • Select the Checklist Template you wish to insert into your Checklist
  • Click OK

D365-Checklists-UseATemplate-Dialog.png

  • The items from the Checklist Template will be added to your current Checklist

D365-Checklists-Template-Added-To-List.png

 

 

Was this article helpful?

Related articles

  • Add Checklists to Entity Forms
  • Using Checklist Templates

    © MiiiA Pty Ltd