Maintain a checklist template
You can modify, copy, and delete a checklist template.
Modify a checklist template
When modifying a checklist template, you can only change its category and description.
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Navigate to
.
The Checklist templates page displays the templates available within your working category.
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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
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Navigate to
.
The Checklist templates page displays the templates available within your working category.
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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
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Navigate to
.
The Checklist templates page displays the templates available within your working category.
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On the context menu for the checklist template to delete, click
Delete.
On confirmation, the selected checklist template is deleted.