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  1. Select Checklist from the project’s left navigation bar.

  2. Click Create template.

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  3. Enter a unique name that does not include spaces.

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  4. Use the text box to add list items.

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  5. Click Save.

From an Issue

You can also access the Templates page from an issue:

  1. Click on menu for the Checklist.

  2. Select Manage templates.

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  3. Click Create template.

  4. Enter a unique name that does not include spaces.

  5. Use the text box to add list items.

  6. Click Save.

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From the Checklist Editor

When creating templates, you also have the option to Switch to editor view. The editor allows you to use markdown formatting and is useful for copying and pasting checklists. You can switch between the checklist UI and the editor view at any time without losing data.

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From an Existing Checklist

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  1. Navigate to an issue that has the indicated checklist.

  2. Click on menu for the Checklist.

  3. Select Save as template.

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  4. Enter a unique name that does not include spaces and click Save

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