How do I move a Checklist Step to a different Milestone?

I want to move a Checklist Step to a different Milestone, but the drop down is locked.
As an Admissions Manager:
  1. Navigate to onBoard.
  2. Select Settings > Checklist.
  3. Click Edit to the right of your Checklist.
  4. At the top, click the Edit Order button.
  5. In the pop-up window, drag/drop the step to the correct Milestone.

Steps to Duplicate

I was able to look into this further, and it looks like we can actually drag and drop the step into place, even if the Milestone drop down is locked when editing the step.

I did this by going to onBoard > Settings > Checklist, and edited your Malvern Checklist. 

Here, I clicked the "Edit Order" button at the top.

In the window that pops up, I was able to drag and drop the step under Misc!

I hope this helps!

Please let me know if you have any questions or if I can further assist.

Thank you!

Was this article helpful?