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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 for Jira On-the-Fly templates.

Step 1.

Сlick

Click on the configuration menu(1) and select

“Load from templates” Image Removed

Load from templates(2).

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Step 2. Select the appropriate template and click ‘’Load’’ Load.

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Step 3. If the checklist already exists for the selected issue/task, you have 3 options:1.

  1. Click

‘’Append’
  1. Append if you want to add a checklist template to

existing 
  1. an existing one.

2.
  1. Click

“Overwrite”
  1. Overwrite if

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

3.
  1. Cancel operation.


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