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?

To create, edit, or delete checklists or checklist templates, you must have the following permission setting:

Note Users associated to the project without the permission can mark items on the checklist (i.e., changing statuses) and can click to add a note for a particular row.

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 Save.

Other Template Options

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

Option

Description

Add button

Lets you create a new template

Populates the wizard with checklist settings to duplicate the template.

Delete

Deletes the selected template