1. Add Project Kick Off Checklists


1. Within the Company Profile, scroll to the ‘Default Settings’ section then ‘Project Types’. This is the section where you can manage different ‘Project Types’.


Click the name of the Project Type that you want to update.


2. Once done, you will reach the Project Type Settings page. Scroll to the ‘Project Checklists’ section then ‘Project Kick Off’. Click the ‘+ Check’ button to add a Project Kick Off checklist.


3. Fill in the ‘Check Type’, ‘Title’, ‘Description’, ‘Checklist Group’ and ‘Link’ input fields with the desired data. Make sure that the data in the ‘Check Type’ field is ‘Project Kick-Off (Full Kitting).  Once complete, click the ‘Add Check’ button to save changes.