Modifications to individual checklist items across different cases can be made on the Checklist Summary.
NOTE: You must have Modify permissions to the Case > Checklist Tab to modify checklist items that appear in a Case. To modify other fields mentioned below, you must have Modify permissions to Directories > Primary Checklist or Auxiliary Checklist.
Changes to the Task Name, Assigned, Due Date, Reminder, Notes, Automations (requires NeosAI Platinum), Status, Doc #, and Form # (to generate linked templates) can be made directly on the Checklist Summary or in the Checklist Summary Task Pane.
Refer to Modifying Case Checklist Items for details on modifying a checklist item.
Change to the Checklist Code, S/R, Document, or Instructions fields, must be performed in the Primary or Auxiliary Checklist.
Refer to the Primary Checklist or Auxiliary Checklist for additional details.