You can now edit your existing checklist templates directly in CONQA Console. This includes adding new sections, adding or removing checkpoints, updating fields and notes within checkpoints, adding sign-offs, and rearranging the order of checkpoints.

Please note that any changes you make will only apply to new checklist instances. If you’d like updates applied to existing checklists within projects, see this article - Update checklists to the latest template version - or email support@conqahq.com.

To edit the template, go to Account Settings (for Master List templates) or Project Settings (for project specific templates), navigate to 'Checklist templates', 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.