To edit the settings of a checklist :
Go to the template of the checklists in question
Locate the checklist to be set and click on the button with the three vertical points
Name of the checklist
It is possible to edit the name of a checklist.
The old name of the checklist is automatically taken over.
Enter the new name of the checklist
Click on Rename Checklist to save the changes.
Description of the checklist
It is possible to add a description of the checklist or edit an existing text. As a reminder, the description of the template of the checklist is reported in all the descriptions of the checklists started from it.
Here the bold text shows the description previously entered in the template of Employees onboarding and the normal text corresponds to the description specific to Pierre Dupont's checklist (see example to start the checklist from the template of Employees onboarding, article: Starting the checklist).
Add a description or edit the existing text
Edit the text formatting
Click on Save
Customized sections of the checklist
Customized sections allow you to organize the checklist by integrating sub-groups to sort the tasks. If the checklist template includes custom sections, these will be carried over to each checklist launched from it. On the other hand, if sections are created in a checklist, they will be active only in the checklist. To create custom sections in a checklist :
Click on the field in question and enter the name of the custom section.
Click on + or simply press Enter to validate the entry.
The sections entered are listed here
Once the customized sections are entered, it is possible to delete them (1), edit their names (2) or move them by clicking on them without releasing the mouse.
Under the Pierre Dupont checklist are now the custom sections created. It is now possible to distribute the tasks in the sections by clicking on them without releasing the mouse.
Customized sections allow unlimited use cases: project stages, progress statuses, groups by department, etc.
Workspaces with which the checklist is shared
It is possible to share a checklist with one or more workspaces. This checklist will then appear in the Checklists tab of the workspaces in question. In this example, the checklist is shared with the Staff Interviews space. To add a workspaces in which the checklist will be shared, click on the + button (1) and then click on the desired space (2). To remove a workspaces with which the checklist should no longer be shared, click on the trash can icon (3) to the right of the checklist label.
To validate the changes click on Save (4).