Maintain a checklist template
You can modify, copy, and delete a checklist template on the Checklist templates page.
To open the Checklist templates page, navigate to . A list of templates available within your working category appears.
Modify a checklist template
When modifying a checklist template, you can only change its category and description.
-
On the
Checklist templates page, to display the checklist templates within a specific category, select
the category on the
Category list.
Alternatively, to display a specific checklist template, enter the name of the templates in the Search field and click .
- Click the checklist template to modify.
- Make changes as needed.
- Click Save.
Copy a checklist template
-
On the
Checklist templates page, on the context menu for the checklist template to copy, click
Copy.
A copy of the checklist template prefixed with "Copy 1 of" to the <Checklist template name> appears on the Checklist templates page.
- Make changes, such as rename the checklist template.
- Click Save.
Delete a checklist template
On the Checklist templates page, on the context menu for the checklist template to delete, click Delete.
On confirmation, the selected checklist template is deleted.