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maxLevel2

Smart Checklist templates management is made via the "Import from a template" or “Manage templates“ 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 “Administrators” role

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  1. Go to your templates list.

  2. Click on the template name to expand details.

  3. Click on the template name, rename, and hit ✔️ 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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    You'll see checklist representation in Markdown.

  5. Make the changes and click "Save".

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  1. Go to your templates list.

  2. Click on 3 dots for the template you want to delete.

  3. See "Delete" in the list of opened pop-up menu.

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

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