How to use checklist templatеs?

Owned by Ruslan Didenko (Unlicensed)
Last updated: Feb 14, 2022 by Victoria Markova (Unlicensed)
1 min read

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

 

 


Step 2. Select the appropriate template and click Load.

 

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.