Change checklist settings

Use General to change appearance, task display and management settings. Use Sharing for assignees, access and sharing links.

Use the circled question mark for help. It appears when you hover over a setting or focus its control, and stays visible on touchscreens. Hover or focus the icon for a short explanation; select it to open the matching guide.

Open and use checklist settings

1. Open the checklist and select the settings icon near its name.
2. On General, open Instructions to edit the checklist guidance. Use Color and Icon to change its appearance where available. Beside Icon, select Add or Change, or use the remove button to clear it.
3. Set task sorting and filtering, and choose whether completed tasks move to the end. Available controls depend on the view.
4. Use Print / report or other management actions on General. In Table view, use Manage columns to edit the columns.

The icon appears before the checklist name in its heading, the Checklists page, the sidebar, and dashboard lists. It also appears in Trash. Choosing an icon for the checklist does not change its task icons.

Sharing and access

Open Sharing to choose who is Assigned to the checklist. Use Members and permissions to manage access. Share by link lets you manage a sharing link, and Public intake opens the existing intake form options when available. Assignment and access are separate settings.

Be careful with cleanup actions

Move completed tasks to the end keeps completed tasks. Delete completed tasks removes them instead. Settings and management actions vary with your view, ownership, and plan, so your panel may not show every option.

Related help

• Manage checklist members
• Manage custom columns
• Archive, duplicate, or delete a checklist