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

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