You are able to edit a Task Checklist in the Web Portal by going to Tasks > All Tasks > click on the Edit pen for the desired Task > inside the Task drawer if there isn't already a Checklist then select New Checklist, or select the Dropdown option and Add Checklist from template (if you have Checklist templates saved).




Whether you already have a Checklist or are creating a new one, then you can edit it easily with the options below:

  1. + Add Item
  2. Select the check box for the items you want listed/active
  3. Delete any items that you don't want in the Checklist
  4. Save the Checklist template for future use in other Tasks

 


Once you have made the relevant changes, ensure you click Save to complete the Checklist or use the dropdown beside Save and select Close to save the changes made for future use. Once the required Task has been completed, you can also select Complete in the Save dropdown to mark it as done.