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.

Related Articles

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.


Related Articles

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.

Related Articles

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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