Transfer checklist ownership

You might need to transfer checklist ownership to another user if they need ongoing revisions to the checklist.

Transfer ownership of a checklist

Summary: Transfer the ownership of a checklist when you want another user to be responsible for the checklist.

Considerations: You must be a member of a security group that can transfer ownership of a checklist. These instructions start at the Checklist register. If you are already in a checklist, you can use the Actions menu for that checklist.

  1. From the Checklist register, select a checklist, and then click the Actions menu.

  2. Select Transfer checklist ownership. The Transfer Checklist Ownership dialog box opens.

  3. Select the company and contact, and then click Save.