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

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Note

Attention

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

Go To Projects Settings → People → add a user and grand “Adminstrators” “Administrators” role

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

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

  4. You'll see checklist representation in Markdown

  5. Make the changes and click "Save"

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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:

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