1. Project Type - Add Benefits to Closed Checklists
1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the ‘Edit’ icon or the name of the Project Type.
2. On the Project Type Settings page, scroll to the ‘Project Checklists’ section then the ‘Benefits > Closed’ list. Click the ‘+ Check’ button to add a Project Benefits to Closed checklist.
3. Fill in the ‘Check Type’, ‘Title’, ‘Description’, and ‘Link’ input fields with the desired data. Make sure that the data in the ‘Check Type’ field is ‘Project Close'. Once complete, click the ‘Add Check’ button.
NOTE: Only 'Manual' checklists can be added.
