Enhanced interface

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Edit category information

Edit category name and status information for checklists or assignments.

Subscription	Company
Regional availability	All regions
User type	Business, Employee, Project Manager, Platform, Warehouse
Permissions	Checklist categories: List, View, Edit Assignment categories: List, View, Edit

Go to Company > Setup > Checklists.
Select Checklist categories or Assignment categories.
Find the category that you want to edit.
Select Edit at the end of the row.
Make your changes.
Select Save.

Go to Company > Setup > Checklists.
Select Checklist categories or Assignment categories.
Find the category that you want to edit.
Select Edit.
Make your changes.
Select Save.

Last modified: May 21, 2026

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