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Edit Checklists

Update checklists as procedures and benefits change and adjust access

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.

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