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Deleting a Checklist Summary Item

This article describes the process for deleting a checklist item in the Checklist Summary.

NOTE: You must have Delete permissions to the Case > Checklist Tab to remove items.

To delete a checklist item from the Checklist Summary:

  1. Navigate to the Checklist Summary from the icon on the left navigation pane.

  2. Locate the checklist item you wish to delete.

  3. Click the three dots button and select the Delete option.

  4. Confirm your selection on the Delete checklist item(s) window.

  • Click the Yes button to mark the selected item for deletion with a strikethrough.

  • Click the No button to abort the deletion.

5. Click the Refresh Checklist button to save all changes and delete all marked checklist items. The total number of items will decrease by the number deleted.

Refer to the Case Checklist Tab for details on deleting items in a case.

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