Editing a Checklist

Updated by Cheryl Wallace

  1. Look up the checklist to edit under Service > Check Lists.
  2. Make the required changes.

Add Group

Click  to the left of Add Group.

Copy Group

Click to repeat an entire group with all the same options and items. Provide a unique description for the Group.

Remove Group (as well as items and options)

Click to the left of Remove Group.

Add Item

Click  to the left of Add Item

Remove Item

Click to the right of the item row.

Add Option

Click  to the left of Add Option

Remove Option

Click to the left of Remove Option.

Reorder Groups, Items, or Options

Click to "pick up" the object then drag to drop it in the desired list order.

  1. Click to save the changes.​​

See also:

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