Add checklist items

1. Go to Leads or Projects.

2. Select the lead or project.

3. On the Lead or Project menu, under QC and safety, select Checklists.

4. Select the checklist.

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

6. If the responsible company, contact, and due date are the same for most of the items you're adding, select them in the Default information section.

   The selections are automatically used for each checklist item that you add, but they can be changed.

7. Select the Section if they are set up for the checklist.
8. Enter the Order number and Description for each checklist item.
9. Optionally, enter the responsible company, contact, and due date.
10. Select Save and close.