4.3 Portfolio Default Settings – Delete a Setup Checklist : FOCUS Knowledge Base

4.3 Portfolio Default Settings – Delete a Setup Checklist Print

Created by: Sheila Esmas

Modified on: Tue, 22 Sep, 2026 at 6:01 PM

1. Portfolio Default Settings – Delete a Setup Checklist

1. Within the Portfolio Default Settings page, scroll to the ‘Portfolio Checklists’ section then ‘Portfolio Setup. You can delete the checklist by clicking the ‘x’ delete icon.

2. A pop-up window will appear for confirmation. Click ‘Yes’ to continue.

Sheila is the author of this solution article.

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4.3 Portfolio Default Settings – Delete a Setup Checklist Print

1. Portfolio Default Settings – Delete a Setup Checklist

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