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How do I customize a checklist?

Updating and customizing a checklist

Written by Cipher
Updated over a month ago

To Customize a Checklist:

  1. Go to Health and safety > Checklist.

  2. Use the search filters at the top to locate the checklist.

    1. Example: Click Company Checklists

  3. Click View to open it for editing.

  4. In Stage 2 – Check Items:

    • Review the existing items.

    • Click Actions (...) > Update to change any questions or answers.

    • Click and drag the Arrows next to the Actions button to rearrange the order of check items.

    • Click the Add button to include new items in your checklist.

  5. A banner appears at the top of the page when your changes are saved:

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