If you have existing checklist templates that require editing you can now make some of these updates yourself. You can add new sections, add & remove checkpoints, add fields and notes to checkpoints, add sign offs and re-arrange the order of checkpoints.

These changes will only be reflected in NEW instances of the checklist, if you would like existing instances updated, please email support@conqahq.com

To edit the template go to Account or Project Settings, click on the 3 dots next to the checklist you want to edit and click 'Edit Template'

To add a new section, click the plus icon next to the name of the checklist

To add a new Checkpoint, click the plus icon next to the section that you want to add the checkpoint to, enter the checkpoint name then click 'add'

To add fields or notes to a checkpoint click on the checkpoint then click on the plus icon next to 'Fields & Notes' to expand the options and select what you would like to add to the checkpoint.

For further detail on each field please see our help article Template Components

If you would like a Sign-off to be included on the checkpoint you can change the toggle next to Sign-off Enabled and add the name you would like for the Sign-off

To re-order checkpoints within your checklist template hover over the left side of the checkpoint until you see the hand, then drag and drop the checkpoint to where you want to move it to.

You also have the option to undo and redo actions as you edit the template

If you need any assistance please reach out to the CONQA support team by email support@conqahq.com and we will be happy to assist.