Using the Checklist Function

Skill Sharpener

Exercise 1:  Familiarize yourself with the Checklist feature.

To delete, add, and mark a task complete:

1. In the Checklist window, select Print Coupon Books for new contracts entered and click Remove. A message is displayed.

2. Click Yes. The Remove Checklist Entry window is displayed.

3. Click OK.

4. Click Add New. The Add Checklist Entry window is displayed.

5. In the first field, type Print Coupon Books for new contracts entered and click OK.

6. Select the task at the bottom of the list and click the up arrow to move the task up in the list.

7. To mark the task complete, click Done.

8. Click Close.

Related Topics

Using the Checklist Function

Marking Tasks as Completed

Maintaining Checklists