Editing Checklists

After creating a checklist, you can edit it to make changes or additions.

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Permission Required?

To create, edit, or delete checklists or checklist templates, you must have the following permission setting:

Note Users associated to the project without the permission can mark items on the checklist (i.e., changing statuses) and can click to add a note for a particular row.

How to Edit a Checklist

  1. Select Projects on the left side of the interface, then click a project name to open it.
  2. At the top of the interface, click Checklists.
  3. On the left side of the page, select the checklist you want to edit. The checklist grid and chart are displayed to the right.

  4. On the toolbar click the name of the checklist or the checklist avatar. The Checklist profile dialog opens where you can see the overview, settings, activity, etc.

  5. From the left, click Settings to change the name, type, branch, or description of the checklist.
  6. From the left, click Columns or Rows to make changes to the checklist. For more details about each option, see Creating Checklists.
  7. (Optional) From the left, you can click Save as Template, which will make the checklist content available when you create other checklists in the future. See Creating Checklist Templates.
  8. When you are finished, click Save.