Customize Your Checklist

Create and Edit Headings

To add and rename a heading

1. Click the New Heading button in the top right corner.

2. Rename a heading by clicking the Actions Menu and selecting Rename, or by hovering your mouse cursor over the heading and click the pencil icon.

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Learn more about adding a New Heading.

Learn more about renaming a Heading.

Create and Edit Line Items

To add and edit a line item:

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

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

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

4. Rename a line item by opening the Actions menu for that line item and choose Rename or by hovering your mouse cursor over the heading and click the pencil icon.
   

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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:

1. Click the Actions Menu on the far right side of any line item to add a Folder.

2. Type in the name of your new Folder(s) in the pop-up window.

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

4. Rename a folder by opening the Actions menu for that folder and choose Rename or by hovering your mouse cursor over the heading and click the pencil icon.

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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.