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Edit Checklist Templates

In this topic, we'll show you how to edit the Checklist Templates

Editing Company Checklist Templates

  1. Click on the profile image located on the top right corner of the Builderbox screen.


  2. Click on Settings.


  3. Click on Company Templates, listed on the left navigation.


  4. Click on the Select Company drop-down.


  5. Select a company from the drop-down list.


  6. Click on the Edit icon.


  7. Click on the Published/Unpublished template switch. Only Unpublished templates can be edited.

  8. Click on the Edit button.

  9. Click on the Plus icon located inline with the Body Section.


  10. Click on Add New Section.

  11. Enter a title in the text box for the newly added Section.

  12. Click on the Plus icon located inline with the Section Title.

  13. Click on Add New Checkbox Item.

  14. Enter the Item Text in the text box.  

  15. Click on the Save & Close button.

  16. Click on the Publish/Unpublished template switch.


    The Checklist Template will be updated.


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