What is a template?
A template is a predefined list of checklist items. It can be loaded manually into an issue at any time or be applied automatically when an issue is created.
Creating a template
1. Prepare the items | 2. Select "Save as template" from the menu |
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| 3. Give the template a name | 4. Done: the template was saved |
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Applying a template
If you try to apply a template to a checklist that is not empty you will be asked the append / overwrite question.
1. Select "Load template" from the menu | 2. Select a template inside the dialog |
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| 3. (optional) Select whether to append the new items or overwrite the existing checklist | 4. Done: checklist was updated |
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Managing a template
Unless you are a project administrator you can only edit, rename or delete templates that were created by you.
Only project administrators can set a template as the default checklist.
To perform an action on a template first open the dialog:
| 1. Select "Manage templates" from the menu | 2a. Exemplary dialog content for project administrators | 2b. Exemplary dialog content for users who aren't project administrators |
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Editing / viewing a template
If you don't have the permission to edit a template you'll still be able to view it in the dialog as a checklist but you won't be capable of modifying it.
| 1a. Exemplary read-only view | 1b. Exemplary view of a modified template | 2. Click save and you'll be notified about the update |
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Renaming a template
It is not possible to have more than one template with a given name.
| 1. Click on the "Rename" link to open a new dialog | 2. Done: the template was renamed |
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Deleting a template
A template isn't removed straight away after you click "Delete". You can undo that operation as long as the dialog remains open.
| 1. Click on the "Delete" link | 2a. Click on the "Undo" link to cancel the deletion - the template will be restored | 2b. Close the dialog - the template will be deleted and no longer visible after you open the dialog again |
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Setting a template as the default checklist
Project administrators can associate a template with a project / issue type combination so that every newly created issue will come with prepopulated checklist.
You can learn more about that here.