Define Checklists: Step 2
Navigation Path: Portfolio>Lists>Define Checklists
 Header Information
Enter the header information of the record.
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 Add Tasks
Click Add to define tasks associated with the checklist.
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 Add Sub-Tasks
Click add to define Sub-Tasks associated with the primary task.
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 Expand/ Collapse
Click the arrow to expand or collapse any sub-tasks associated with the primary task.
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 Save
When data entry is complete, click the Save icon to save the information.
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