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Change a checklist item owner

Change a checklist item owner

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Written by Harry Ledger
Updated over 2 months ago

Once a checklist has been assigned to an employee, the checklist item owners are set in stone then and there. No further automatic updates will be applied.
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For example, if a manager is assigned to a checklist item of an employee, but then the manager changes, the checklist Item will not update to reflect that change.
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You can manually change the checklist item owner if you need to do so, but the system can't do this for you.

To change the checklist item owner manually, follow the steps below.

  1. Under Admin, click Admin, then Checklists.

  2. Open the Checklist record with the checklist item needing amendment, and open the Checklist Item record.

  3. Click on the Checklist Item Owners tab.

  4. To add a new Owner, click Add Owner. To remove an existing owner, tick the box next to their name and click Delete.

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