Creating Checklist Categories and Items

After you create your Checklist you will need to create categories to better organize your checklists.

1. Below the information you just entered, click the New Category button.

2. Enter a Category Name and optional Description.

3. When you are finished, click Save.

You may re-order or delete categories.

After you create your Checklist Categories you will be able to add your individual Checklist Items.

1. From within the Edit Checklist window, click the New Item button.

2. Select the Category for the Checklist Item.

3. Provide a Name and  description (optional).

4. Optional: Set a Due Date and Calendar display options.

5. Be sure to Save when finished.