Page Comparison

Checklist Item Functions

Hovering over a checklist item reveals a menu that allows you to:

• Make the item required or optional (enforced by a workflow validator)

• Open the checklist editor to use markdown formatting

• Create an issue from the checklist item

• Delete the checklist item

• Reorder the checklist item

Format Checklist Items

Checklist items can include emojis, due dates, descriptions and rich text formatting.

Assign a checklist Item

Use @ mentions to assign a checklist item to a user.

Create a Template

To create a checklist template:

1. Click on Checklist in the left nav bar. *A list of checklist templates will be shown.

2. Click Create template.

3. Build the checklist, name it and click Save.

*You can view, edit or delete any template form this page.

Add a Template to an Issue

1. Click on the …menu at the top of the checklist.

2. Select Load templates.

3. Select the appropriate template.

4. Click Load template.

Set a Default Template

Default templates will be added automatically whenever an issue of the indicate type is created.

To set a template as a default:

1. Click on Checklist in the left nav bar.

2. Click Set default for the appropriate template.

3. Select the issue types you want the template to be automatically applied to.

4. Click Save.