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Managing checklists, categories or items

Table of contents

Edit a checklist, category or item

  1. On the Checklists page, click on the link to the checklist you want to edit.
  2. On the Edit Checklist page, make the changes you want to the Checklist Properties area, or click on a category or item in the Categories/Items list to edit those.
  3. Make your changes and click Save.

Edit multiple categories or items

  1. On the Edit Checklist page, select the categories or items you want to edit.
  2. Click the Edit Selected items Edit selected items icon at the top or bottom of the Categories/Items list.
  3. On the Edit Multiple Items page, make the changes you want to the categories or items and click Save.

Define release conditions for a checklist

  1. On the Checklists page, click on the link to the checklist you want to add release conditions to.
  2. On the Edit Checklist page, click the Restrictions tab.
  3. Click Create and Attach to create a new release condition and attach it to the checklist, or click Attach Existing if you already have a release condition that you want to attach to the checklist.
  4. Choose whether access to the checklist is dependent on meeting all or any of your conditions.
  5. Click Save. The checklist is now available to users based on the conditions that you define.

Reorder checklists

  1. On the Checklists page, click Reorder Reorder on the top tool menu.
  2. On the Reorder Checklists page, change the values in the Sort Order drop-down lists for the checklists and click Save.

Reorder categories or items

  1. On the Checklists page, click the checklist within which you want to reorder categories or items.
  2. On the Edit Checklist page, click Reorder icon Reorder on the top tool menu.
  3. On the Reorder Checklist page, change the values in the Sort Order drop-down lists for the categories or items and click Save.

Preview a checklist

On the Checklists page click the Preview Preview icon next to the name of the checklist that you want to preview.

You can also click the Preview icon Preview icon on the action bar of the Edit Checklist page.

Delete a checklist

  1. On the Checklists page, click Delete Delete on the top tool menu.
  2. On the Delete Checklists page, select the check box beside the checklist you want to delete and click Delete Selected.

Delete a category or item

  1. On the Checklists page, select the checklist from which you want to delete a category or item.
  2. On the Edit Checklist page, select the check box beside the category or item you want to delete.
  3. Click the Delete icon Delete icon at the top or bottom of the list.

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