Edit a Checklist

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At a glance

This article walks you through changing an existing checklist: its tasks, its schedule, its required permissions, or its notifications. Your changes apply to the next version of the checklist, not the one that is already active. If your checklist is not appearing at all, see the Related Articles section for the troubleshooting article.

Before you start

1. You need a role with the Manage Checklists permission. If you do not have access, any role with that permission can grant it to you, or you can submit a permission change request.
2. Identify which checklist you want to edit and what you want to change: a task inside the checklist, the repeat schedule, the required permission level, the notifications, or the name.
3. Check that no one else on your team is editing checklists at the same time. Only one device should edit checklists at a time, or changes may be lost (more on this in Common Gotchas).
4. Estimated time: three to five minutes for most edits.

Steps

1. Open OneClick on desktop or mobile. The web version gives you more screen real estate for longer checklists.
2. Select Checklists from the left navigation menu.
3. Tap the Manage Checklists button at the top of the screen. You can also reach the same screen through Settings in the left nav, then Checklists in the Global Settings panel.
4. In the Checklist Manager, find the checklist you want to edit in the Active Definitions list. Click the expand arrow on the left of the row to open it.
5. Make your change. The edit screen lets you update the checklist name, the repeat rules (Daily, Weekly, Monthly, or Persistent), the required permission level, completion and incomplete notifications, and the individual tasks and sections inside the checklist. Text fields auto-save when you click outside the field. For structural changes, click Save at the top of the expanded checklist to commit your edit.
6. Click Go to Checklists at the top of the Checklist Manager, or use the left navigation to return to the main Checklists page.
7. You should now see your edits the next time the checklist version regenerates. For a daily checklist, this is tomorrow. For a weekly checklist, the next scheduled day of the week. For a Persistent checklist, the next week or month depending on how it is configured. Your edits will not appear on an already-active checklist instance.

Video

Video coming soon. If the written steps do not cover your situation, submit a ticket (see Still Stuck).

Common gotchas

My changes don't show up in today's checklist.

Edits apply to the next version of the checklist, not the one that is already active. If today's checklist is already in progress, your changes will appear on the next instance: tomorrow for a daily checklist, next week for a weekly, and so on. If you need today's checklist updated immediately, complete the current one as-is and the new version will reflect your edits when it regenerates.

My edits were saved but then disappeared.

OneClick does not currently support two leaders editing checklists at the same time, or the same leader editing on two devices. If another device is in the Checklist Manager when you save, your unsaved changes can be lost. The Checklist Manager itself shows a banner warning about this. Before making edits, confirm no one else is in the Checklist Manager, and only use one device at a time until this limitation is addressed by the product team.

My weekly checklist is only showing up on some days.

Open Manage Checklists, expand the checklist, and verify which days of the week are selected under repeat rules. The checklist only appears on the days you have selected. If you recently changed the day selection, the change applies starting with the next scheduled day, not the current week.

My late-night or closing checklist is not appearing.

My changes show up in the settings view but not in the team member's view.

The settings view shows what the checklist will look like going forward. The team member view shows the currently active checklist instance, which was created before your edit. Your changes will appear in the team member view when the next version regenerates based on the repeat rule.

I am a new Director and I cannot find the edit screen.

If you have the Manage Checklists permission but cannot find the Manage Checklists button, log out and log back in to refresh your session. If the button still does not appear, your role may not have the Manage Checklists permission yet, which is a role-level permission change. See Request a Permission Change in Related Articles.

Related articles

1. Create a Checklist (How-To Guides)
2. Assign Team Members to a Checklist (How-To Guides)
3. Why a Checklist Is Not Appearing (Troubleshooting)
4. Request a Permission Change (How-To Guides)

Still stuck

If this article did not solve your issue, submit a support ticket and include the following so the team can help you faster:

1. Your store number.
2. The name of the checklist you are trying to edit.
3. A screenshot of what you are seeing.
4. What you expected to happen versus what is happening.

Support typically responds within one business day.