Create a Custom Tasklist

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In SPAERC, you can create your own unique, custom tasklist.

Create a custom tasklist

  1. From any tasklist, open Tasklist Options.
  2. Select the Actions + button, and then select Create Custom Tasklist.
  3. At the top of the page under SPAERC Tasklist, enter a name in the Custom Tasklist Name field and click Add. A tab for your new tasklist will now display to the right of all the tabs for the standard SPAERC Tasklists.
  4. Click the tab for your custom tasklist to open it.

Notes: You can create multiple custom tasklists.  You cannot personalize the display of a custom tasklist.

Add items

  1. Open the tasklist that contains the item you want to see on your custom tasklist.
  2. Click anywhere in the row of the item you want to select, and without releasing your mouse, drag the item to the tab for your custom tasklist. When the item touches the tasklist, release your mouse. The message “Your action was completed successfully” will display.
  3. Click the tab for your custom tasklist to see the added item.

Note: Adding an item to your custom tasklist does not remove it from the standard tasklist. It will display on both tasklists.

Remove items

  1. Click the tab for your custom tasklist to open it.
  2. Click the Actions button next to the item you want to remove, and then click Remove from Custom Tasklist.

Delete a custom tasklist

  1. If it is not already open, click the tab for the custom tasklist you want to delete.
  2. Click the red X to the left of the custom tasklists you have created.
  3. Click OK to confirm that you want to delete the custom tasklist.

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