We have those options as well. Please follow this path and the instructions below:
Project Home > Quality Control (QC) & Safety > Checklist
Select (Click on) a Checklist Name From the Checklist Details view, select the EDIT button at the top right to change the Checklist Name In the Checklist Items section, click the EDIT LIST option. Here is a screen shot to help you find these features:
Yes, but we cannot edit those items once the template has been imported into the project. Is that accurate? For instance, if the checklist template has 30 items but two are not applicable or the wording has to be revised, can I edit those line items?
Checklist items can be edited once the checklist template is imported into the project. The Checklist Templates (found in Settings > Templates & Reports > Checklist Templates) can be edited by entering a new Checklist Item to the existing Checklist Template with the changes wanted, using the same Order Number, and then delete the Checklist Item that you are replacing.
It would be nice if an Admin user could change the existing Checklist Items, add or change the Order Number or add a Section without deleting the existing checklist item. I am going to edit the Idea description to clarify what we are asking for. Please let me know if we missed anything.
Yes, thanks.
We have those options as well.
Please follow this path and the instructions below:
Project Home > Quality Control (QC) & Safety > Checklist
Select (Click on) a Checklist Name
From the Checklist Details view, select the EDIT button at the top right to change the Checklist Name
In the Checklist Items section, click the EDIT LIST option.
Here is a screen shot to help you find these features:
Yes, but we cannot edit those items once the template has been imported into the project. Is that accurate? For instance, if the checklist template has 30 items but two are not applicable or the wording has to be revised, can I edit those line items?
Checklist items can be edited once the checklist template is imported into the project.
The Checklist Templates (found in Settings > Templates & Reports > Checklist Templates) can be edited by entering a new Checklist Item to the existing Checklist Template with the changes wanted, using the same Order Number, and then delete the Checklist Item that you are replacing.
It would be nice if an Admin user could change the existing Checklist Items, add or change the Order Number or add a Section without deleting the existing checklist item. I am going to edit the Idea description to clarify what we are asking for. Please let me know if we missed anything.