Skip to main content
Edit Checklists

Update checklists as procedures and benefits change and adjust access

Updated over a year ago

Keep checklists current with organization procedures and benefits by editing them at any time. Also, change what groups can access checklists.

To edit a checklist:

  1. Select a checklist.

  2. Click the (...) icon and select Edit Checklist.

  3. Make your adjustments to the title, description, to-dos, and groups that can view the checklist.

    1. To change the order of to-dos, click the = icon next to a to-do and drag and drop it anywhere in the list.

    2. To delete a to-do, click the trash icon.

    3. To add another to-do, click Add Another To-do.

  4. When you're finished, click Save Checklist.

Did this answer your question?