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Create and Edit Your Own Checklists

If you’ve become a Trusted Partner for one of your clients, they may give you permission to create checklists for specific properties. If you’ve been invited to create checklists for a property, you can do so like this:

  1. Login to Properly on your desktop.
  2. Locate the Properties tab.
  3. Select the property you want a checklist for.
  4. Select the Checklist tab.
  5. Create a new checklist or edit existing checklist.