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How to Add and Edit Custom Checklists in your Settings

Sydney Ferguson avatar
Written by Sydney Ferguson
Updated over 6 months ago
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24 STEPS

1. Click settings

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2. Under business, click checklists

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3. Click add new

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4. Type in your checklist name

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5. Click your file type

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6. To make this checklist a file default, click the toggle

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7. Click next step

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8. First, you will need to create stages of your tasks, click add stage

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9. Type your first checklist stage

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10. To add a task, click add task

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11. Type in a task

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12. To add another stage, click add stage

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13. Type another stage name

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14. Click add task

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15. Type a task

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16. Once you've added your desired stages and tasks, click create

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17. To edit your checklist templates, click the three dot menu

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18. Click edit

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19. Click next step

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20. From here you can edit the stages and tasks you previously saved
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Once you've made the edits and are happy with your checklist, click save

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21. Alternatively, to create a checklist by duplicating a previously created checklist, click the three dot menu on the desired template

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22. Click duplicate

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23. Edit your duplicated copy by following the same steps listed previously, be sure to change the checklist name as well

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24. Once you're happy with your checklist, click create

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Next step: Practice

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