Edit 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. Edit the entire Checklist items grid:

    1. In the Checklist items section, select Edit list.
    2. Update the list as needed.
    3. Select Save.
  6. Alternately, edit an individual checklist item:
    1. In the Checklist items section, select the Order number or Description of the item.
    2. Update the item as needed.
    3. Select Save.