Add a lead or project checklist

Follow these steps to add a checklist manually for a lead or project.

Add the general information

1. Go to Leads or Projects.
2. Select the lead or project.
3. On the Lead or Project menu, under QC and safety, select Checklists.
4. Select Actions > Add manually.
5. The lead or project number is automatically filled in, but you can change it.
6. If you're working with a project, enter the prime contract number.
7. Enter the Checklist name.
8. Select Next.

Add sections to categorize items

If the checklist is going to have many items, consider categorizing them using sections.

If you do not need to categorize the items, select Skip.

1. Enter the Section code. This is a text field. Examples are shown below.
   • 01, 02, 03, ... 10
   • A, B, C, D
   • A.01, A.02, A.03, A.10, B.01, B.02
2. Enter the Section name.
3. Add more sections as needed.
4. Select Add and next.

Add checklist items

1. If the responsible company, responsible contact, and due date are the same for all or most of the checklist items, select them in the Default information section.

   The selections are automatically used for each checklist item, but they can be changed.

2. Select the Section if you added sections in the earlier steps.
3. Enter the Order number and Description for each checklist item.
4. Optionally, enter the responsible company, contact, and due date.
5. Select Add and next.

Upload related files

If you have files related to the checklist, you can upload them. The uploaded files are then linked to the checklist record. For example, you can upload PDFs and image files.

If you do not have files to upload, select Skip and finish.

Upload files from local drive

1. Use one of these methods to select the files:
   • Select one or more files on your local drive and drag them to the Drag files here area.
   • Select Add to find the files.
2. Select Add and finish.

Link existing files that have already been uploaded

1. Select Link existing.
2. Select the type of file that you're uploading.
3. Select the Feature or Album.
4. Select one or more files from the grid.

5. Select Link and close.

   These files are automatically added to the record. The files are not shown in the Drag local files section.

6. Select Skip and finish.