Editing checklist instances

What it is used for

Edit this Instance changes only the current active run. Use it for one-off changes that should not affect the template or future runs: add a task that's relevant just today, retitle a section for clarity, or skip a task by toggling its applicable flag.

Who can access it

Users who can edit the active run can use Edit this Instance. Users with template edit permission can also use Edit this Template from the same menu.

Step-by-step

1. Open an active checklist.
2. Select the edit icon.
3. Choose Edit this Instance.
4. Click any editable cell in the spreadsheet-style task table.
5. Type the updated value.
6. Press Enter or click away to save.
7. Use the add icon to add a task to the active run.
8. Use the reorder icon to reorder tasks within the run. The reordering page shows the same column preferences as the template. See Sort and columns.
9. Select the close-edit-mode icon when finished.

Edit this Instance vs Edit this Template

• Edit this Instance affects only the active run you are on.
• Edit this Template affects future runs. If you want template changes to also reach the run that is already open, see Templates: push template changes to active runs.

Important notes

• Editable cells save automatically on blur or Enter.
• The checkbox column and row menu stay available during edit mode.
• On mobile, edit instance mode scrolls sideways when the visible custom fields do not fit on screen.
• If there are no custom fields, the task column stays left-aligned.

:::info Screenshot placeholder Add screenshot: edit instance mode with subtle input-style cells, a blue active-cell border and the edit-mode footer tip. :::