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Edit a checklist

This feature is available for Professional and Starter accounts.

Before you start


You can create a new version of a checklist by editing that checklist. Note that when you edit a checklist, the original version will be overwritten and you won’t have access to it anymore.

If you want to create a new version of a checklist while maintaining the old one, please read “copy a checklist

Edit a checklist – website

To edit a checklist, first select “Checklists” from the dashboard or the menu. You will be redirected to the checklist editor and shown a list of all your checklists. Click on the checklist you want to edit.

You can edit the name of the checklist, edit an existing inspection item, remove an inspection item or add an inspection item by hitting one of the following icons.

 edit the name of the checklist

 edit an inspection item

 remove an inspection item

 add an inspection item

After clicking one of the items above, you will be asked the question “Do you want to edit this checklist?”. To edit the checklist, click “Yes”.  You can now continue making changes to your checklist. After you are finished editing you first have to activate the checklist before you can use it. By clicking on the [Activate] button in the top right corner, your original checklist will be overwritten and you will now only have access to your new checklist.

Edit a checklist – app

Editing a checklist using the app works almost exactly the same way as editing a checklist on the computer. The only difference is that you don’t immediately see the option icons for “Edit an inspection item” and “Remove an inspection item”. These two options will appear after you tap the inspection item you want to edit or remove.