Editing, Renaming, and Deleting Templates

Template Permissions

The operations available for managing templates depend on a user’s permissions. Any user can edit, rename or delete templates they created. Project administrators can edit, rename and delete any template in the project, and can set defaults templates.

Managing Templates

All templates can be accessed by selecting Checklist in the left navigation bar.

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Finding a Template

If there are more than ten templates in the project, a search bar will be shown. Begin typing the name in the search bar and the template will be shown.

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Editing Templates

To edit a template:

1. Navigate to the templates page either by selecting Checklist from the left project nav bar or by selecting Manage templates from the … menu for the Checklist.

2. Click Edit for the appropriate template.

3. Make the changes and click Save.

Renaming Templates

To rename a template:

1. Navigate to the templates page either by selecting Checklist from the left project nav bar or by selecting Manage templates from the … menu for the Checklist.

2. Click Rename for the appropriate template.

3. Enter a new name for the template. Note that template names must be unique and should not include spaces.

4. Click Rename.

Deleting Templates

To delete a template:

1. Navigate to the templates page either by selecting Checklist from the left project nav bar or by selecting Manage templates from the … menu for the Checklist.

2. Click Delete for the appropriate template.

3. The template will be deleted. An Undo option will be available until the page is refreshed.

User Mentions in Templates

You can mention users on items in checklist templates. When the template is later applied to an issue (either manually, as a default template, via automation, labels integration, etc.), the mentions will be kept. If email notifications are enabled, all mentioned users will, if they haven’t already, receive an email informing them that they have been mentioned on a checklist item. Email notifications for self-mentions (if the user who applies the template mentions themself) are not sent.