Edit Checklist Template

Editing a checklist template allows you to update its content, conditions, or settings to better fit your project needs.

Follow these steps to make changes to an existing checklist template:

1. Open Templating.app Settings
   • As a project admin, navigate to your Project Settings.
   • Select Apps → Templating.app from the menu.
   • Or open the Checklist Configuration via the button at the Templating.app Overview.
   
2. Access Existing Templates
   • Locate the checklist template you want to edit from the list of available templates.
   • Click on the Template name.
   
3. Update Template Name
   • Modify the template’s name if necessary to reflect its purpose more accurately.
4. Edit Action Items
   • Update the checklist items in the text editor field.
   • You can:
     • Add new items.
     • Remove outdated items.
     • Format text, add mentions, or include additional notes.
5. Adjust Conditions
   • Issue Types: Update the issue types associated with the template.
     • You can add or remove issue types as needed.
   • Labels: Modify the labels used as conditions.
     • Add, remove, or adjust the labels for better precision.
6. Save Changes
   • Click Update template to apply your updates.
   

Note

• Editing a checklist template will not retroactively update existing issues where the template has already been applied. The changes will only apply to new or updated issues going forward.
• Ensure you have the Administer Project permission to access and edit checklist templates.