Skip to main content

Ability to Edit/Control Checklists

Feature Request

Currently the Checklist feature (to my knowledge) cannot be modified after it is created. This has resulted in our tenant of Gorelo having multiple checklists that even have the same name; think "onboarding" or "offboarding".

This was mostly because we cannot edit a checklist after it is "stored" somewhere on the backend that we (the lowly populous) cannot see.

I propose a tab in the settings similar to the Shortcuts, Documents, etc. where it lists out the checklist and gives us (the lowly populous) the ability to modify those checklists.

That being said, I am not proposing changing existing checklists that are already attached to a ticket. Anything that is already added to a ticket should stay as a "version" of the checklist attached to that ticket and the new checklist should have a latest version that can be added to new tickets.

4 comments

Log in to comment and vote

Comments4

  • Salmon Sparrow

    Checklist management interface needs makeover. Maybe like the Forms page?

    • Mikel from Gorelo

      Team

      Yep, will be coming in the redesign :)

  • Mikel from Gorelo

    Team

    Hey Micah,

    You can edit/delete existing checklist templates — though, it is a little funky and needs improvement as you suggested! :)

    When you’re on a ticket go to the + button and start adding a new checklist via a template. Once you’ve selected a template via the drop down you will see a little edit and delete icon appear to the right of it :)

    P.S saw your update so just posting this for visibility.

  • Magenta Andromeda

    Apparently as part of documentation, you can edit these. You cannot edit visibility (public v. private) and you have to create them from inside a ticket.
    This was just not where I would have expected to have to go to get to that.