How to Edit Checklist

You can edit your checklist by adding, deleting, and renaming steps, as well as headers. You can also apply styles.

 

  • Select Bulk Edit.

Here you can edit everything on a single page.

Bulk edit - user guide.gif

 

Use item symbols to edit your checklist. You can edit everything in a single window:

  • Add or delete headers

  • Add or delete items

  • Change item status

  • Apply different styles (Bold, Italic, Underline, Strikethrough)

If you need detailed information on how it works, please refer to the Checklist On-the-Fly Overview page.

Bulk edit editor.gif

 

  • Double-click on the header or checklist item, enter a new name, and then select ✔ (the checkmark icon).

 

  • Select the recycle bin icon to remove item from the checklist.

 

  • Select to convert the checklist item to a sub-task.