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Editing a checklist template
Editing a checklist template
Hannah Olsson avatar
Written by Hannah Olsson
Updated this week

The below highlights how to edit a checklist template in Cimplico Workpapers

Steps to edit checklists

  1. Navigate to the header and select Templates, then choose Checklists.

  2. On the Checklists page, select the checklist you want to edit.

  3. Follow the relevant steps below depending on what you want to modify.

ℹ️ Note: Only administrators and managers can edit checklist templates.

Checklist Items

Action

Steps

Add Checklist Item

  1. Select New Item

  2. Fill in the details including name, report codes, description and category

  3. Select Create Item

Edit Checklist Item

  1. Select the three dots at the end of the checklist item's row

  2. Select Edit Item

  3. Update the details

  4. Select Save

Delete Checklist Item

  1. Select the item using the checkbox

  2. Select Delete

  3. Confirm Delete from the pop-up

Move Checklist Item

  1. Select the item using the checkbox

  2. Select Add to Category

  3. Select the new category from the dropdown

  4. Select Assign

Checklist Categories

Action

Steps

Add Checklist Category

  1. Select the arrow next to New Item

  2. Select New Category

  3. Enter the details

  4. Select Create.

Edit Checklist Category

  1. Click Edit at the end of the relevant category’s row

  2. Update the details

  3. Click Save.

Delete Checklist Category

  1. Click Delete at the end of the category’s row

  2. Confirm Delete from the pop-up

Checklist

Action

Steps

Delete Entire Checklist

  1. Select Delete at the top of the page

  2. Confirm the deletion from the pop-up.

Edit Checklist Name

  1. Click Edit Checklist at the top of the page

  2. Update the name

  3. Select Save.

Related Articles
Managing Procedures and Checklists
Editing a procedure template
Creating a new checklist template
Setting a checklist template as default
Syncing a checklist template to open workpapers
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