How to delete a checklist

Modified on: Fri, 9 Jul, 2021 at 4:40 PM

You can only delete a checklist that doesn’t have clients assigned to it. Be sure to unassign the checklists from the vaults before you try to delete them. 

Step 1: Select the checklist you want to delete.

Step 2: Right-click on the name of the checklist or click on the “Action” button.

Step 3: Select the option “Delete Checklist”.

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