5.3. Check List Statuses

In this section, users can define a status for their action items. In the Define an Action Item section of Action Items Management, users can choose to add a checklist to their newly defined action item. In the Check List Statuses module, users can then define a status upon which the checklist item’s validation can be based. (For example, users can state that the checklist item is valid and complete if the status = Completed).

1. Inline Add: This button allows users to add a new status for their action item.
   
   • Name: This is a text field that allows users to input the name of the checklist status.
   • Save: This button allows users to save the checklist status..
   • Cancel: This button allows users to cancel the checklist status.
2. Inline Edit: This button allows users to edit an existing status.
   • To edit inline, select the status that you want to edit from the grid and click on the Inline Edit button. Users can then make, save, or cancel changes as desired.
3. Delete: This button allows users to delete a checklist status.
   • Icon:
   • If selected, users will be alerted about the action with the following confirmation message:
     
   • Click on either the Yes button to confirm the deletion or the No button to cancel it.
4. Export to Excel: This button allows users to export selected columns from the grid to Excel.
5. Excel Template: This button allows users to generate an Excel template of the grid.
6. Import from Excel: This button allows users to import data (inside columns) from an Excel sheet into the grid.