Customize Checklists at the Project Level

Once your checklist template has been created at the company level, project admins can edit them at any time

Information to know:

• You must be a project admin to edit checklists
• The checklist template must be created at the company level

Steps

1. Navigate to Admin > Project Admin

2. Scroll down to the bottom of the screen to the Checklists box. Click on Settings

3. Find the checklist you want to edit and click on the pencil icon

4. You can add sections or additional items to a section by clicking the corresponding blue plus button

5. Once you are done adding your changes, click on Save

See Also:

For Administrators:

• How To Create a Checklist Template
• Customizable Checklists

For Users:

• Create a Checklist on the Web
• Create a Checklist on Mobile