How to Create Checklist Templatе

Owned by Olha Koloskova (Unlicensed)
Last updated: Feb 09, 2024 by Liliia Ostrovska
2 min read

Checklist for Jira On-the-Fly template can be useful for companies with frequently repeated processes. For example, you can assign a checklist template to each new employee, ensuring they have clear guidance on their initial steps for seamless integration into the company.

 

  1. Create a complete checklist you need for your template.

Checklist for template.gif

 

  1. Select three dots, and then select Save as template.

Select Save as template.gif

 

  1. In the Name* field, enter the name of your template.

  2. Check/uncheck the Public visibility option.

All templates you create are saved in the list of templates that will be available to everyone in your Jira instance. If you don’t want other users to use your template, uncheck the public visibility option.

  1. Select Save.

 

Now you can use Load from templates.