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How do I customise a checklist?

Updating and customising a checklist

Written by Hayley Jones
Updated over 4 months ago

  1. Use the search filters at the top to find your copied checklist.

  2. Click ‘View’ to open it for editing.

  3. In Stage 2 – Check Items:

    • Review the existing items.

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

    • Click the ‘Add’ button to include new items in your checkli

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