How to create checklist categories

Create checklist categories easily. This guide walks you through the steps to organize and manage your checklists with custom categories.


Step 1: Accessing Settings

  1. Log in to your BuildPass account to access your dashboard.
  2. Navigate to the "Project Overview" section.
  3. Click on "Settings", and then again on "Settings" to access the comprehensive settings menu.

Step 2: Navigating to Checklist Settings

  1. Within the Settings menu, ensure you are on the "Checklists" tab.
  2. Scroll down to locate the section titled "Checklist Categories".

Step 3: Adding a New Checklist Category

  1. Click on "Add Another" to create a new category.
  2. Name your category appropriately to reflect its purpose or the type of checklists it will contain.
  3. (Optional) Add an icon to your category for visual identification. This can help users quickly recognise the category at a glance.
  4. Choose a colour for your category. Selecting a distinctive color can further enhance the visual organisation and differentiation between categories.
  5. If you wish to include the new category in your navigation menu for easy access, make sure to select this option.

Step 4: Saving Your New Category

  1. After configuring the name, icon, and colour, click on "Save" to add your new checklist category to the system.
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