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Checklist's templates are created to easily re-use your basic lists of items and set-up consistent processes more efficiently. Below is a simple step-by-step guide on how to use Checklist templates.

Step 1. Сlick on the configuration menu(1) and select Load from templates(2).

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Step 2. Select the appropriate template and click Load.

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Step 3. If the checklist already exists for the selected issue/task, you have 3 options:

  1. Click Append if you want to add a checklist template to an existing one.

  2. Click Overwrite if you want to delete the old one and add a new checklist for the selected issue/task.

  3. Cancel operation.


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