Edit a checklist

A checklist or checklist item can be edited only by the checklist owner or a user with super user rights.

To edit a Checklist:

  1. In the navigation pane, click Checklist.
  2. Select the checklist you want to edit.

  3. Update the checklist details as required. See Create a checklist for more details.

Changes are saved automatically. To return to the checklist home page, click Checklist in the left navigation pane.

To edit a Checklist Item:

  1. Go to the checklist configuration page that contains the item you want to edit.
  2. In the Checklist items tab, find the item and click the edit icon in the table row.

  3. Make your changes, then click Save.

Editing a Checklist Item that is in use

If you edit a checklist item that is already applied to open reviews, those reviews do not automatically re-run their checklist items.

AI auto-trigger runs only when:

  • Files in the review change.

  • A new version of the review is created.