As you work though the tasks in a checklist assigned to a project, update the task details as necessary. You can also add or remove checklists from a project.

  1. From the top menu, select Workbench > Projects.
  2. Click the project entry.
  3. Click the Checklist tab.
  4. In the Checklist area, use the arrow icons or the Expand All link to display tasks.
  5. Perform any of these tasks:
    TaskSteps
    Add or remove checklists
    1. Click the configure icon (  ) the top right of the Checklist tab and select Manage Checklist Templates.
    2. Select or deselect checklists to add or remove.
    3. At the top of the page, click Save.
    4. If you're removing a checklist, click Delete Checklists.
    Modify a task statusSelect a task, then select one of the status icons that appears.
    Tip: You can use keyboard shortcuts to navigate between tasks and modify states. To view available shortcuts, click the configure icon (  ) the top right of the Checklist tab and select View Keyboard Shortcuts.
    Modify all task statuses in a single categorySelect a category, then select one of the status icons that appears.
    Add a comment to a task
    1. Select a task.
    2. In the Comments area, enter the comment in the New Comment field.
    3. Click Submit.
    Modify the overall checklist statusAt the top right of the Checklist tab, click the configure icon (  ), then select one of the Mark checklist as options.
    Note: Updating the checklist status does not affect any task or category statuses.