Add checklist items

1. Go to Leads or Projects.
2. Select the lead or project in the Quick Select section.

3. On the Lead or Project Home page, select Checklists in the QC and Safety section.

4. Select the checklist.

5. In the Checklist Items section, select Add section/item > Add item.

6. If most of the items you're adding share the same Responsible Company, Responsible Contact, and Due Date, set these in the Default Information For Checklist Items section.

   These selections will automatically apply to each checklist item, but you can still adjust them individually.

7. For each items, do the following:

   1. If the checklist is set up with sections, select the Section.
   2. Optionally, update the Order Number if needed.
   3. Enter a Description.
   4. Optionally, enter or update the Responsible Company, Responsible Contact, and Due Date.
8. Select Save & Close.