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Old Version 6

changes.mady.by.user Pavel Pavlovsky

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New Version 7

changes.mady.by.user Mariya Solovey

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Note

The options presented below are available only for users with Project Admin permissions.

Starting from v6.5.0 users with granted custom permission “Manage Smart Checklist Templates” can manage Project Templates too (when custom permissions are toggled on). Read more Set-up Custom Permissions.

However, System Admins can manage Project Templates through the admin console under Global Templates context. Read more Manage global templates.

Go to the Smart Checklist menu. Click "Manage Template" menu item.

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Rename a template

  1. Go to your templates list

  2. Click on the template name to expand the 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 the 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 the 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

Tip

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

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