The Checklist function gives you the ability to create a subtask list under each main task for your patient. To add a new item to your task's checklist, please follow the steps illustrated below:


From the web

1. Find the required Workflow task and click on the + button on the bottom left corner of the task to create a checklist:


2. Enter the name of any subtask you wish to add to the list and click Add:


3. Thereafter, the checklist will be reflected in the cell, in the bottom right corner it will show you the completed and pending subtasks:


4. If you click on the checklist button, a pop up window will appear where you are able to:

- add more subtasks to the list:


- change the item order, by clicking & holding the button on the right side of the item and dragging it:


- mark your subtasks as completed:


- delete unnecessary items, by clicking the red button next to it:


NOTE: You will be asked to confirm that you wish to delete the subtask in this case:


From the iPad

1. Tap on the Pencil icon to activate the Editing mode:


2. Find the required Workflow task and click on the + button on the bottom to create a checklist:


3. Find or add the required subtask and click Done:


4. You will then notice that a checklist is created, the bottom right corner of the cell you will be able to see completed and pending subtasks:


5. If you click on the checklist button, a pop up window will appea where you are able to:

- add more subtasks to the list: 


- change the items order, by clicking & holding the button on the right side of the item you wish to change and dragging it:


- delete unnecessary items, by clicking the red button next to it:


NOTE: From the iPad it is also possible to delete all the subtasks at once:


6. Once you editing is done, tap on the floppy disc icon to save changes and exit the Editing mode:


7. Then you can complete the subtasks as you accomplish them. For this, click on the checklist button and put corresponding check marks:


We hope you found this information useful!