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How do I add an item to a checklist?

These instructions assume you are in checklist.

Items must be created within categories. To create a category, please see: Adding a category to a checklist

Edit the Checklist

  1. Click the name of a checklist.

On the Edit Checklist Page

  1. Locate the "Categories and Items" section.
  2. In the "Categories and Items" section, click the "New Item" button.
  3. On the New Item page:
    1. Select an existing, or add a new, category:
      • Select an existing category.

      • Add a new category.

    2. In the Name field, type a name for the item.

    3. (optional) In the Description box, type a description or explanation of this item.
    4. (optional) Set a due date for this item.

    5. Click the Save button.

Click the "Save and Close" button.

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