Create and Edit Headings
To add and rename a new heading
- Click the New Heading button in the top right corner.
- Rename a heading by clicking the Actions Menu and selecting Rename, or by hovering your mouse cursor over the Headline title and click the pencil icon.
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Create and Edit Line Items
To add and edit a line item:
Click the Actions 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.
Edit a Line Item Name: click the Pencil Icon next to the title of any Line Item.
Edit Line Item Settings: open the Actions Menu of any Line Item to Change Status, add Notes, and other available 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 Actions Menu and New Folder for 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.
To rename a folder, click on the Pencil Icon and enter the new name.
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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.