Pin a checklist on a transaction to the top the Checklists area. By default, checklists appear in the order they're added with the most recent at the top. A pinned checklist will remain at the top even once new checklists are added.
Who Can Do This? Checklists can be pinned by admins with permission to Fully manage checklists and templates.
To pin a checklist:
- Go to a transaction.
- Hover over the name of the checklist you want to pin.
- Click [the pin icon] that appears when you hover over the checklist's name. The pinned checklist will remain at the top of the transaction's Checklists area.
