How to add steps in an Activated Checklist

To add a new step to your Activated Checklist, simply enter the step title, select the step type and hit the "Enter" key on your keyboard. This will open a new step, and your cursor will automatically move to the new step.

The 'Add Step' line allows you to do 3 things; 

  • To add a new step to your checklist Step.png, which allows you to add a new step to your checklist sequence;
  • To add a heading to your checklist Heading.png, which allows helps allows you to group process steps together; and
  • To add a decision point step to your checklist Decision.png, which allows you to enter predetermined options or pathways for when team members are completing the process. 

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See our support articles on Adding decision points and Adding headings to your activated checklist for more information. 

The 'Add Step' line will not show in the finished checklist if no information is entered.

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If you feel the step needs to be at a different place in the checklist, say for instance at the start, you can click on the step once you've added it. Then click on the two lines at the front of the step. Drag the step to where you want it to be and drop the step. 

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