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.

4. 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.