Here you can Edit and Add to the Checklist for your Clients
Click Settings > Index > Setup Checklist > Clients Checklist
Adding an Item to your Checklist
In the field at the top of the Checklist column, enter a name for your new Checklist item, and click the ‘Add’ button.
Editing a Checklist Item
To edit the name of a Checklist item, simply click the existing name, edit as required and click OK.
Deleting a Checklist Item
Click the Trashcan icon to the right of the Checklist item, then click OK to confirm.
You can also delete multiple Checklist items by ticking the checkbox for each item, then choosing Delete from the dropdown menu above your list.