Add checklist items

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

6. In the Default information for Checklist Items section, select the Responsible Company, Responsible Contact, and Default Due Date that can be used for the checklist items.

   These selections are applied automatically to each checklist item, but you can adjust them individually as needed.

7. For each checklist item, do the following:

   1. Optionally, if you added sections, select the Section.
   2. Optionally, update the Order number.
   3. Enter the Description.
   4. Optionally, select the Responsible Company, Responsible Contact, and Default Due Date.

      The default values are the ones selected in the Default information for Checklist Items section.

8. To add more sections, select Add New Line and repeat the previous step.
9. Select Save & Close.