Editors have the ability to group process steps by headings. For example, if you are onboarding a new employee, perhaps there are steps to be conducted Before The First Day, During The First Day and One Week Review.
When you are editing an Activated Checklist, you will see the options to either add a Step or Heading. Headings are identified by "Hh" icon.
Use Your Mouse To Add Headings
In the "Step" field, type the title of the Heading
Click on "Hh" for Heading
Press the "Enter" button on your keyboard
Click onto the Heading, click on the drag handle on the left hand side, and drag the heading into the position required.
Use Your Keyboard Keys to Add Headings
In the "Step" field, type the title of the Heading
Press the "Tab" button on your keyboard to select the "Step" icon
Press the "right arrow" button on your keyboard to select the "Heading" icon
Press the "Enter" button on your keyboard
Click onto the Heading, click on the drag handle on the left hand side, and drag the heading into the position required.
Delete a Heading
To delete a heading, click on the Heading Title, and a trash can will display on the right hand side. Click on the "trash can".
