A task may occasionally involve filling in a checklist, for example. A checklist can be linked with a task in 2 ways; as a document request and linked to under the Checklists tab.
Info: Using document requests allows a task to be closed automatically when the checklist response to the document request is submitted. Checklist responses that are created and submitted via the task are linked to the task but do not close it automatically.
Instructions
1. Click the Checklists module tab.
2. Click Select in the Select checklist field, select the checklist by checking the box and then click OK.
3. Click Link to checklist to link the checklist to the task.
4. To create a new checklist response linked with the task, click the checklist under Complete checklist.
Link to multiple checklists
To link to multiple checklists, click Select under Link to or complete checklist.
Info: All checklist responses linked with the task can be found under Completed checklists in the Checklists module tab