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Editing Checklists

After a Checklist has been published, it may need to be updated. This guide will show you how to edit the Checklist. Once the new version is published, a copy of the previous version will be stored under the Archive tab.

Note: Your Access Level may restrict the use of some features.

To edit the name of a Checklist, from the Published tab, click more options 3-dot-png-1> About Record > Edit. If there is a draft version, the Published Checklist name can't be edited. The draft can be edited from the Draft tab, click more options 3-dot-png-1 > About Record > Edit.

  1. From the left menu, navigate to Documents > Checklists.
  2. On the Checklist, select more options 3-dot-png-1  and Edit. Press Ok to confirm.


  3. Changes can now be made to the Checklist template.
    1. To Add an Element: Drag and drop the element from the right hand side and release where the field needs to sit. Add in the required fields, and press Save. For more details, see Using Checklist Elements.
    2. To Edit an Element: Click the pencil . When done, click Save. 
    3. To Delete an Element: Click the bin then OK. 
  4. Click Preview to review your Checklist. Choose Phone, Tablet or Desktop view from the three icons at the top of the preview to see how it'll appear on different screen sizes.
  5. Click Close to exit and continue editing at a later time. To return navigate to the Drafts tab and select more options ••• > Edit.
  6. To publish, click Preview and Publish or from the Draft tab select more options 3-dot-png-1 > Publish .

After a new version of a template is published, a copy of the previous version will be available under Archive. 

If the Checklist is attached to an Inventory item, the Checklist will automatically be updated after it's published.

What's Next?