How to edit a checklist template?

Modified on: Sat, 7 Nov, 2020 at 12:41 AM

Step-by-step guide:

Step 1: Select the checklist you want to edit. You could:

  • Right-click on the name of the checklist and click on the option “Edit Template” from the menu or, 
  • Click on the “Action” button and select the option “Edit Template”.

Step 2: Make the changes you need.

Step 3: Click on the “Update” button.

Awareness! If you already assigned a checklist and you edit the template after, then those changes are not going to be reflected on the already assigned checklist. If you need to edit a checklist that is already assigned, you have to unassign first, and then assign again the new update checklist..

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