Manage Templates

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More about permissions here → Checklist & Templates Permissions

Manage Templates:

Smart Checklist template management is accessible from:

• the "Import from a template" or “Manage templates“ menu item.

Open

• Project Settings → Apps → Smart Checklist Pro (Free) → Templates tab

  Open

  

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

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.
   
   

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

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".

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.