--- title: Edit Checklist Template | FlowPath Help Center description: FlowPath Knowledge Hub --- [Skip to content](https://helpcenter.getflowpath.com/edit-checklist-template-flowpath-help-center#main-content) [![flowpath\_kb\_logo\_tagline-1](https://helpcenter.getflowpath.com/hs-fs/hubfs/flowpath_kb_logo_tagline-1.png?width=550&height=99&name=flowpath_kb_logo_tagline-1.png)](https://www.getflowpath.com/) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [FlowPath Knowledge Hub](https://helpcenter.getflowpath.com/?hsLang=en-us) 2. [Preventative Maintenance](https://helpcenter.getflowpath.com/preventative-maintenance?hsLang=en-us) 3. [Preventative Maintenance Schedules](https://helpcenter.getflowpath.com/preventative-maintenance?hsLang=en-us#preventative-maintenance-schedules) # Edit Checklist Template | FlowPath Help Center ### Edit Checklist Template This guide provides step-by-step instructions on how to edit a checklist template. February 29, 2024 Download PDF [EditChecklistTemplate.pdf](https://downloads.intercomcdn.com/i/o/978026591/e8311b6796ac174e7f4e5a8b/EditChecklistTemplate.pdf?expires=1784322000&signature=af288bc031469878f883167f73b791b357be26732c7dae06349bc8ec3574d09f&req=fScvFst4mIheFb4X1HO4gXgYArAH2ahRId52XVplAGkqWx8uZnoTq2X1ATVJ%0A) 1\. Navigate to [https://app.getflowpath.com/work-orders](https://app.getflowpath.com/work-orders) 2\. Click "PM Schedules" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-33-6341-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027061/fe910a9c802b66eeb819a7cb/ascreenshot.jpeg?expires=1784231100&signature=91ef84c84beaeec195f6c3fe4d2387c5cc8b37c679ad2494d043862986bf307a&req=fScvFst5nYdeFb4f3HP0gERMmU2IrNk2UmxtL0eKyeqQTOctSxPOlXs1vVgQ%0AqKvUNpMq6MfYFiBlcw%3D%3D%0A) 3\. Click this icon. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-38-6845-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027075/2e324f5c838e59ad4454b3d4/ascreenshot.jpeg?expires=1784231100&signature=d2fe42be21f85a9222fc4e96a5c0ef83226d4f3b882b8a0cf118b60b686c8fde&req=fScvFst5nYZaFb4f3HP0gKonraqZHq6%2Bb1gacfAGjtBDHapeoLxabPQIv4KC%0A3zg8RW7a5QLHJagVcA%3D%3D%0A) 4\. Click "Create Checklist template" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-41-4798-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027096/66280375e24bdc32825f1717/ascreenshot.jpeg?expires=1784231100&signature=9f69f302eb6af2a6e276225946589110dd47be4e2d9c42f199f3c9792ee5f393&req=fScvFst5nYhZFb4f3HP0gE4qOuulwgdqqsjcHrydDvAishQ6w6ZT5DS8gcAL%0AsQ5Jc5%2FCV1Csywv5JA%3D%3D%0A) 5\. Click "Select Checklist Template" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-46-7323-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027107/1d68ff7f500c5d6cebcf2dfd/ascreenshot.jpeg?expires=1784231100&signature=d10b06a12988a2cdff240d46db986c25ebbde762570ee4665fe29503f4426767&req=fScvFst5nIFYFb4f3HP0gNS2c%2BscfNyZorRqx%2BqB1vAwVdpd3Oy%2BGd5qVm0B%0A1bM5t65V6PxEwyVgsw%3D%3D%0A) 6\. Select the template you need to edit. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-54-4135-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027115/60dbe2ba1fbdadca6e61b129/ascreenshot.jpeg?expires=1784231100&signature=5d04bf6e7ebef680bb2d16ec8fc19cfbb14c8068824c8f5cadb6ad2d7696e770&req=fScvFst5nIBaFb4f3HP0gNhGpf4zah3osGKB2%2BSupNpP1VY7dXuTbRyF5asq%0AgghemPZLEuQm2zXNcA%3D%3D%0A) 7\. Click the "Add New Checklist Item" field and type a new checklist item that may be needed to the template. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-57-6016-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027127/ff692f421eec39ec576d2630/ascreenshot.jpeg?expires=1784231100&signature=652ee00ce44f26615769813a73565f480bd38863f769997ef0197251b6dfff09&req=fScvFst5nINYFb4f3HP0gJRnXlDA%2FLXrp%2BKJXDi%2BxPEGXcLD%2B7b%2BTBfDHyet%0AJ6AgiTlNx2j61IWauA%3D%3D%0A) 8\. Type "Secure bolts" 9\. Click "Add" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-01-6350-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027133/deae6cb01d79b458fd7f94a8/ascreenshot.jpeg?expires=1784231100&signature=cf9b910c37cfb94fea96234f30e522077aae03d01be9312790cb77a618ebb54e&req=fScvFst5nIJcFb4f3HP0gHqsx%2BZ%2FF6xFLkUWTxzgnH%2BiN%2FSEfqNzvvt6T92v%0AI%2F6ZRzx5jn1yz6GkTQ%3D%3D%0A) 10\. To rearrange the items in the list, simple click and drag. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/screenshot-4.png)](https://flowpath.intercom-attachments-1.com/i/o/978027138/b50ce1047ce073694b8e21e0/screenshot.jpeg?expires=1784231100&signature=3c4c18afa94d9a3a83fdc62165ec4f9e4c1300e42baf2a4711a7ce5e65e26cd9&req=fScvFst5nIJXFb4f3HP0gFtIqmvArrw3wGpajbAVFyiNPOcpAP0dZvkqu7hc%0A500Vzp9Yqf%2Fl3Xq4ew%3D%3D%0A) 11\. To remove an item from the checklist, click the x icon. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-13-3328-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027157/18da2103fbee70e72b49a956/ascreenshot.jpeg?expires=1784231100&signature=689365db8c30befe6ce25fb2abb50d3e95ac686918d945edccb9d3b47d96bf48&req=fScvFst5nIRYFb4f3HP0gPNUKJStrfkDs7zmgMs8yigOaWY5I8QnZ2VEIAis%0Aa3UE4vcDDIKJqfJ3yA%3D%3D%0A) 12\. If you need to delete a whole template, select the template under your current check list templates. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-17-1985-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027164/09c8645a673683cd804405a3/ascreenshot.jpeg?expires=1784231100&signature=589c06ed9d87b91a8f669ba162a9518a13b15cbfd9068d59a89f5424b8d18ed1&req=fScvFst5nIdbFb4f3HP0gH4vswTqoUpsNX1SAkYjd%2BMrzIPndscoMgwXRxZ4%0Ae8pD36nmemhfOfJYow%3D%3D%0A) 13\. Click "Delete Selected Template" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-22-0233-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027172/a628aa85efe08c2f288dc3e3/ascreenshot.jpeg?expires=1784231100&signature=5bdbe4bebbadbbdd1a01031981667abd52bced0f13313a153e159e04a037e1ca&req=fScvFst5nIZdFb4f3HP0gLMmbttw4R1lSd69%2BnoJcOChaO6zSUukF0c0pQvr%0AWu2NOCoYzlWN43k7uA%3D%3D%0A) 14\. Click "Delete Selected Template" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-28-4506-PM.png)](https://flowpath.intercom-attachments-1.com/i/o/978027185/7c1c8a6d4d3ce5ad7d2ce261/ascreenshot.jpeg?expires=1784231100&signature=e6727330a716cfa7044db73c3f591a0a9506bd91c103aabc66dd18c0251b11f0&req=fScvFst5nIlaFb4f3HP0gHSZ0Aq75dmUHwyGmW4zAES2MToAOW0IjfNFYZNe%0A78ADFV439nYGOkBwPg%3D%3D%0A) - - - - - - [FCA Module](https://helpcenter.getflowpath.com/fca-module?hsLang=en-us) - [Projects](https://helpcenter.getflowpath.com/projects?hsLang=en-us) - [All About AI Assistant](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#main-content) - [Settings](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#settings) - [How best to use FlowPath AI](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#how-best-to-use-flowpath-ai) - [Inspections](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#inspections) - [PM Schedules](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#pm-schedules) - [Asset Reservations](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#asset-reservations) - [Vendors](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#vendors) - [Inventory](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#inventory) - [Sub-Equipment](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#sub-equipment) - [Work Orders](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#work-orders) - [Equipment](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#equipment) - [AI Agent Teams](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#ai-agent-teams) - [Projects](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#projects) - [Events](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#events) - [Adjustments](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#adjustments) - [Reporting](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#reporting) - [Procurement](https://helpcenter.getflowpath.com/all-about-ai-assistant?hsLang=en-us#procurement) - [Work Orders](https://helpcenter.getflowpath.com/work-orders?hsLang=en-us#main-content) - [Getting started with Work Orders](https://helpcenter.getflowpath.com/work-orders?hsLang=en-us#getting-started-with-work-orders) - [Work Order Categories](https://helpcenter.getflowpath.com/work-orders?hsLang=en-us#work-order-categories) - [Work Order Preferences- Admin set up](https://helpcenter.getflowpath.com/work-orders?hsLang=en-us#work-order-preferences-admin-set-up) - [Organizing your Work Order Dashboard](https://helpcenter.getflowpath.com/work-orders?hsLang=en-us#organizing-your-work-order-dashboard) - [Submitting Work Order Requests](https://helpcenter.getflowpath.com/work-orders?hsLang=en-us#submitting-work-order-requests) - [Events](https://helpcenter.getflowpath.com/events?hsLang=en-us) - [Mapping and Layouts](https://helpcenter.getflowpath.com/mapping-and-layouts?hsLang=en-us) - [Reporting & Dashboards](https://helpcenter.getflowpath.com/reporting-dashboards?hsLang=en-us) - [QR Codes](https://helpcenter.getflowpath.com/qr-codes?hsLang=en-us#main-content) - [Printing Your Asset QR Codes](https://helpcenter.getflowpath.com/qr-codes?hsLang=en-us#printing-your-asset-qr-codes) - ["How To" Guides](https://helpcenter.getflowpath.com/how-to-guides?hsLang=en-us) - [Sites and Locations](https://helpcenter.getflowpath.com/sites-and-locations?hsLang=en-us) - [Onboarding](https://helpcenter.getflowpath.com/onboarding?hsLang=en-us) - [General Setup](https://helpcenter.getflowpath.com/general-setup?hsLang=en-us) - [Users](https://helpcenter.getflowpath.com/users?hsLang=en-us) - [Equipment & Assets](https://helpcenter.getflowpath.com/equipment-assets?hsLang=en-us) - [Best Practices](https://helpcenter.getflowpath.com/best-practices?hsLang=en-us) - [Vendors](https://helpcenter.getflowpath.com/vendors?hsLang=en-us) - [Preventative Maintenance](https://helpcenter.getflowpath.com/preventative-maintenance?hsLang=en-us#main-content) - [Preventative Maintenance Schedules](https://helpcenter.getflowpath.com/preventative-maintenance?hsLang=en-us#preventative-maintenance-schedules) - [Inspections](https://helpcenter.getflowpath.com/preventative-maintenance?hsLang=en-us#inspections) - [Inventory](https://helpcenter.getflowpath.com/inventory?hsLang=en-us) - [Asset Reservations](https://helpcenter.getflowpath.com/asset-reservations?hsLang=en-us) - [GIS](https://helpcenter.getflowpath.com/gis?hsLang=en-us) [![transparent\_blank](https://helpcenter.getflowpath.com/hs-fs/hubfs/transparent_blank.png?width=2&height=2&name=transparent_blank.png "transparent_blank")](https://www.getflowpath.com)