Create and Edit Headings

To add and rename a new heading

  1. Click the New Heading button in the top right corner.
  2. Rename a heading by clicking the Three Dot Menu and selecting Rename

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Create and Edit Line Items

To add and edit a line item:

Click the Three Dot Menu on far right side of any heading to add a New Line Item.

Type in the name of your new Line Item(s) in the pop-up window.

Give Access to the correct Teams and then click Save Changes.

To edit a Line Item Name: click the Pencil Icon next to the title of any Line Item.

To edit Line Item Settings, open the Three Dot Menu of any Line Item to Change Status, Manage Responsibility, Manage Due Date, and other actions.

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How do I add a bunch of line items quickly?

Learn more about how to rename a line item

Create and Edit Subfolders

To add and rename a subfolder

Click on the Three Dot Menu of any Line Item hover menu to add a Subfolder within the line item.

Type in the Folder Names in the pop-up window. Assign Responsibility and then click Save.

Then click on the Pencil Icon to rename it.

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How do I rearrange headings?

How do I rearrange Line Items?

How do I move items on the Checklist?

After you've created the room and customized the checklist, add teams and team members that need to work in the room with you. 

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