How do I view all checklist items assigned to me in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
To verify checklist items assigned in CCH Axcess Workflow.
Environment
- CCH Axcess Workflow
- Checklist
- Manage Settings and Defaults
Procedure
Checklist Views
In the My View page, a logged-in user can choose to display My Checklists and Admin Checklists based on Task details or Checklist details for tasks associated with the user.In the Checklist view, you can directly see all checklist items assigned to you instead of having to open the checklist items individually from each task in the Task based view.
To view your checklist details, select Checklist from the My Checklist View Details By drop-down in the Setup Utilities>Manage Settings and Defaults page. To view the Admin Checklists in checklist view, select Checklist from Admin Checklist View By drop-down.
You can do the following in the Checklist view.
- Bulk-edit checklist details.
- Sort on column headers.
- Filter on column values.
- Perform an in-line edit of values (this applies to those fields with a yellow tag beside the column name).
- Edit values in the Checklist column when you click on the value to open the Edit Checklist dialog.
Additional Information
For additional information on Checklists, see our solutions regarding:
Solution Id | 000215623/How-do-I-view-all-checklist-items-assigned-to-me-in-CCH-Axcess-Workflow |
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Direct Link |