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Get Started
Get Started
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Smart Checklist template management is accessible from the "Import from a template" or “Manage templates“ 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 ✔️ to save.

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Edit a template

You can edit a template in 2 ways: from Checklist UI or from Editor. Both options are available for Global/Project/Non-linked templates.

  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 a checklist representation in Markdownin Checklist UI. You can make any changes/updates from here. It is similar to editing the checklist from UI on the Issue view.

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  5. Or you can switch to Editor tab where you will see the checklist in raw markdown format.

  6. Make the changes from the Checklist UI or Editor tab and click "Save".

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☝🏼NOTE: Editor is disabled for Linked Templates

Duplicate a template

  1. Go to your templates list.

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

  3. Click on "Duplicate" in the list of opened pop-up menu.

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