Edit Checklists

Note: This feature is available to the following product editions
  • Starter
  • Standard
  • Premium

You can edit checklist group names, as well as edit the items contained within checklists.

 

Edit Checklist Groups

You can edit the checklist group names.

  1. Locate the task for which you would like to edit the checklist and open its Task Details.
  2. Click on the Checklist tab.

    Tip: In Kanban and Row Views you can quickly access the Checklist tab from the Task Card by clicking on the Checklist icon. 
    task_card_checklist.png
  3. Hover over the Checklist Group that you want to edit and click on the Pencil icon that appears. edit_checklist_group.png
  4. Type in the new checklist group name.
  5. Hit Enter.

 

Edit Checklist Items

  1. Under the Checklists tab, click on any checklist item to edit it.
  2. Enter new checklist item information.
  3. Click Save
    edit_checklist_item.png

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