Creating Templates

Templates allow you to reuse a defined checklist on multiple issues. There are several ways to create checklist templates.

 

From the Templates Page

Templates can be created and managed from the Templates page:

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

  2. Click Create template

  3. Enter a unique name for the template

  4. Use the text box to add list items

  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

  3. Click Create template

  4. Enter a unique name for the template

  5. Use the text box to add list items

  6. Click Save.

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.

From an Existing Checklist

Any checklist on an issue can be saved as a template:

  1. Navigate to an issue that has the indicated checklist

  2. Click on menu for the Checklist

  3. Select Save as template

  4. Enter a unique name for the template and click Save