Admin - How to Edit Items on a Checklist

Keeping your office's SkySlope Checklists up-to-date is important. If there is a Checklist item that needs to be renamed, or the requirement needs to be changed, there is a simple way for them to be updated. Take a look below to learn how.

 

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1. When logged into SkySlope, click on the blue SkySlope icon in the upper right corner. From there, select Admin to go into the Admin section. Once in the Admin section, click on the Manage Checklists tab.

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2. Once in the Manage Checklist section, use the drop-down menus at the top of the page to select a certain office (if applicable) and a Checklist type (Listing or Transaction). Then scroll down to locate your Checklist, and double-click to open.

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3. Locate the item that you want to edit. Single-click on that Checklist item to open it.

Once it's open, you can change the name of the item, whether or not it's required, and which section it's assigned to. Once you've updated the item, click on Save

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And that's all it takes to update a Checklist item! If you have an item that you want to keep for possible use at a later date, you can uncheck the "is active" option. And you can come back to reactivate that item at time, instead of needing to delete it to remove it from the Checklist.

 

If you have any other questions about updating your Checklists, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 916.560.1815, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!

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