Activated Checklist Headings

Editors have the ability to group process steps by headings.  For example, if you are onboarding a new employee, perhaps there are steps to be conducted Before The First Day, During The First Day and One Week Review. 

When you are editing an Activated Checklist, you will see the options to either add a Step or Heading.  Headings are identified by "Hh" icon.  

 

Use Your Mouse To Add Headings 

  1. In the "Step" field, type the title of the Heading
  2. Click on "Hh" for Heading 
  3. Press the "Enter" button on your keyboard
  4. Click onto the Heading, click on the drag handle on the left hand side, and drag the heading into the position required. 

Use Your Keyboard Keys to Add Headings 

  1. In the "Step" field, type the title of the Heading 
  2. Press the "Tab" button on your keyboard to select the "Step" icon
  3. Press the "right arrow" button on your keyboard to select the "Heading" icon
  4. Press the "Enter" button on your keyboard
  5. Click onto the Heading, click on the drag handle on the left hand side, and drag the heading into the position required. 

Delete a Heading 

To delete a heading, click on the Heading Title, and a trash can will display on the right hand side. Click on the "trash can". 

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