Workpapers - Edit Checklist Items
Ability to edit the checklist item. Currently we can only delete and re-type a checklist item not edit anything that is existing
Sandra Kernke
shared this idea
Hi team, this feature is now live! At the Workpaper template level, along with deleting and creating new, an admin can now edit a checklist item. 🙂
Thank you for sharing how this addition could benefit you, here.
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Francisca Dale
commented
When amending the Workpaper templates, it would be useful to be able to "edit" the checklist items without having to delete them and reset them.
It would be useful to be able to set the order of the checklists rather than defaulting to alphabetical.
It would be useful to be able to prepare a personalised checklist in this space as well.
We tend to tweak items from time to time. NOT reset them.
If this can be included as an individual feature as well that would be good. As some clients do not require these items to be done.
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Gillian Kirkman
commented
Further to this - the ability to rearrange them. If I add one to the Master in Settings, then it puts them at the top of the list but we need them in the order they need to be done