Overview

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

Learn how to work with templates

Using Templates you can

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 Templates and Global Templates

A Global Template can be converted to a Project Template by specifying project visibility scope by Site Admin, and vice versa: a Project Template can become a Global one.

Project Templates

Permissions

Users

Project Admins

System Admins

Create Project Template

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Save as a Template

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Import Project Template

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Delete Project Template

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Edit Project Template

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Set Default for issue types

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Global templates

Permissions

Users

Project Admins

System Admins

Create Global Template

(tick)

Import Template

(tick)

Delete Global Template

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Edit Global Template

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Set Default for issue types

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