1. Project Type – Update 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. Then  you will reach the Project Type Settings page. Scroll to the ‘Project Checklists’ section then ‘Project Kick Off’. Click the ‘Title’ of the Project Kick Off Checklist that you want to update (E.g. Project KPIs Completed).


3. Then click the ‘Update’ button.


4. Once the page loads up, input data into the fields that want to change. Once complete, click the ‘Update Check’ button to save changes.