Edit the checklist name or prime contract reference

  1. Go to Leads or Projects and select the lead or project in the Quick Select section.
  2. On the Lead or Project Home page, select Checklists in the QC and Safety section.
  3. Optionally, use the Search field to filter the list.
  4. Select the checklist name from the list.
  5. Select Edit.
  6. Optionally, if you're working with a project, you can update the Prime Contract.
  7. Optionally, update the Checklist Name.
  8. Select Save & Close.