Manage Templates

Jira permissions are needed: grant users Administer Projects permission to manage templates

More about permissions here → https://railsware.atlassian.net/wiki/spaces/CHK/pages/3495133185

 

Manage Templates:

 

Smart Checklist template management is accessible from the "Import from a template" or “Manage templates“ menu item.

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.


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.

     

  4. You'll see a checklist representation in Markdown.

  5. Make the changes and click "Save".

 

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.

  1. You can now find your duplicated template at the end of the template list:


Delete a template

  1. Go to your templates list.

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

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

     

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

☝🏼NOTE: Your imported checklists will be safe and template deletion will not affect any Jira Issues!