Templates

Overview

Use checklist Templates to streamline your work with repeatable tasks and processes!

Learn how to work with templates

Using Templates you can

• Set a default checklist per all or specific Issue Types

• Set a template visibility scope per Project or Globally

• Set up an automatic import of a template upon creation of a new issue of the specific type

Example

there is a project with a master ticket called “Onboarding”. Every new onboarding ticket has a default onboarding checklist that goes with it. The checklist contains a detailed list of tasks for all team members involved. Once all items are completed, the ticket can be closed.

In such a manner, the onboarding procedure for an employee will finish once all pre-defined by the process services are delivered successfully and in full.

Template types

With the release of Smart Checklist version 5.3.0 we introduce Project and Global Templates

• Global Templates are those created and managed by Site Admins, may be visible and shared across projects

• Project Templates could also be created and managed by Project admins and shared within Single Project only

The Global Template might be converted to Project Template by specifying project visibility scope by Site Admin and vice versa: Project Template might become Global one.

Project Templates

Permissions

Global templates

Permissions