Editing Checklist Templates

After creating a checklist template, you can edit it to make changes or additions. Keep in mind that existing checklists that were previously created based on the template will not be changed as a result of the template edits.

Permission Required?

No special permission is required for this activity. All authors who are associated with the project are allowed.

How to Edit a Checklist Template

  1. Select Projects on the left side of the interface, then click a project name to open it.
  2. At the top of the interface, click Checklists.
  3. In the toolbar click .
  4. On the left side of the dialog, select the checklist template you want to edit. The fields are populated to the right.
  5. Use the tabs and fields to make any changes that you want. For more details about each option, see Creating Checklists.
  6. Click either Save (to save the template and keep the dialog open) or Save and Close (to save the template and close the dialog).

Other Template Options

When working in the Template Manager, there are a few more things you can do.

Lets you create a new template

Deletes the selected template

Clears all fields in the dialog