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Table of Contents

Smart Checklist templates management is made via "Import from a Template" menu item.

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Note
title

Attention

These options are available only for users with Admin permissions on project level.

Rename a template

  1. Go to your templates list

  2. Click on the template name to expand details

  3. Click on the template name, rename and hit "V" to save

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Edit a template

  1. Go to your templates list

  2. Click on the template name to expand details

  3. Click on "Edit" to enter editing mode

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  4. You'll see checklist representation in Markdown

  5. Make the changes and click "Save"

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Delete a template

  1. Go to your templates list

  2. Click on the template name to expand details

  3. See the red button "Delete" in "Danger zone"

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  4. When you click "Delete" you will be asked for confirmation

Tip
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Tip

Your imported checklists will be safe and template deletion will not affect any Jira Issues!

Sort Templates [Server specific]

Templates are sorted alphabetically by default.  You can modify the sorting order to be ASC or DESC using the button in the top right-hand corner:Image Removed

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Info

For any questions or feature requests contact us at smartchecklist@railsware.com