Edit a Checklist

Modify checklist properties, categories, or items.

  1. On the nav bar, click the Activities menu, then select Checklist.
    Checklist on the nav bar
  2. Click the context menu to the right of the checklist you’d like to edit, then select Edit,
    Edit Checklist
  3. On the Edit Checklist page, make the changes you want to the Checklist Properties, Categories and Items, and Add/Edit Restrictions.
    • To Edit a Category or Item: Click the name of a category or item to edit settings for that category or item. Make your changes, then click Save to return to the Edit Checklist page.
    • To Edit Multiple Checklist Categories or Items, follow the steps on the Bulk Edit Multiple Checklist Items page.
  4. Click Save to save your changes and remain in the checklist, or Save and Close to save your changes and return to the main checklist page.