Managing checklists, categories, or items

Table of contents

1. Edit a checklist, category, or item
2. Edit multiple categories or items
3. Define release conditions for a checklist
4. Reorder checklists
5. Reorder categories or items
6. Preview a checklist
7. Delete a checklist
8. Delete a category or item

Edit a checklist, category, or item

1. On the Checklists page, click on the checklist you want to edit.
2. On the Edit Checklist page, make the changes you want to the Checklist Properties area, or click on a category or item in the Categories and Items area to edit those.
3. Make your changes and click Save and Close.

Edit multiple categories or items

1. On the Edit Checklist page, select the categories or items you want to edit.
2. Click Edit.
3. On the Edit Multiple Items page, make your changes and click Save.

Define release conditions for a checklist

1. On the Checklists page, click on the checklist you want to add release conditions to.
2. Click the Restrictions tab.
3. Click Attach Existing if you already have a release condition that you want to attach to the checklist, or click Create and Attach to create a new release condition and attach it to the checklist.
4. Choose whether access to the checklist is dependent on meeting all or any of your conditions.
5. Click Save and Close. The checklist is now available to users based on the conditions that you define.

Reorder checklists

1. On the Checklists page, click Reorder from the More Actions button.
2. On the Reorder Checklists page, change the values in the Sort Order drop-down lists for the checklists, and click Save.

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Reorder categories or items

1. On the Checklists page, click the checklist that you want to reorder categories or items for.
2. On the Edit Checklist page, click Reorder.
3. On the Reorder Checklist page, change the values in the Sort Order drop-down lists for the categories or items, and click Save.

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Preview a checklist

Click Preview in a new window from the context menu of the checklist you want to preview.

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Delete a checklist

1. On the Checklists page, click Delete from the More Actions button.
2. On the Delete Checklists page, select the check box beside the checklist(s) you want to delete, and click Delete Selected.

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Delete a category or item

1. On the Checklists page, click the checklist from which you want to delete a category or item.
2. On the Edit Checklist page in Categories and Items, select the check box beside the category or item you want to delete.
3. Click Delete.

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