The Checklists section gives you access to an overview of your checklists, sorted by role.
Creating a checklist
- Navigate to the Role you wish to add a checklist to
- Click the Checklists tab
- Click Add Checklist
- Create a Title, Recurrence, and Description. Optionally, you can also Assign members who the checklist is for.
- Click Create a checklist
Modifying a checklist
- Click on the 3 dot to the right of the checklist item you wish to edit
- Change the information desired
- Click Save
Deleting a checklist
- Click on the 3 dot to the right of the checklist item you wish to delete
- Click Delete checklist
- Click Delete
Note: You can also access and edit checklist items from the Members page