Manage templates

Sometimes, even the most finely crafted checklist template may require some tweaks to match the task at hand. That’s why you have the option to modify the content of a template from the “Manage templates” screen.

What can you modify in a template? 

Rename a template

1. Select an item or subitem and go to the Smart Checklist view.
2. Click on the 3-dot menu and choose either the “Import from a template” or “Manage templates” option.
3. Choose a template you’d like to edit from the list and click on the button with three dots. 

4. Select the “Edit” option from the drop-down menu.

   

5. Change the name of the template on the Edit checklist pop-up and click “Save”. You are done 🚀.

   

Edit a template

1. Select an item or subitem and go to the Smart Checklist view.
2. Click on the 3-dot menu and choose either the “Import from a template” or “Manage templates” option.
3. Choose a template you’d like to edit from the list and click on the button with three dots.

4. Select the “Edit” option from the drop-down menu.

   

5. Change the content of the template on the Edit checklist pop-up and click “Save”. You are done 🚀.

   

Duplicate template

1. Select an item or subitem and go to the Smart Checklist view.
2. Click on the 3-dot menu and choose either the “Import from a template” or “Manage templates” option.
3. Choose a template you’d like to edit from the list and click on the button with three dots.

4. Select the “Duplicate” option from the drop-down menu.

   

5. A new copy of the template will be added to the list and a notification pop-up “Template has been duplicated successfully” will be displayed. You are done 🚀.

Delete a template

1. Select an item or subitem and go to the Smart Checklist view.
2. Click on the 3-dot menu and choose either the “Import from a template” or “Manage templates” option.
3. Choose a template you’d like to edit from the list and click on the button with three dots.

4. Select the “Delete” option from the drop-down menu.

   

5. Confirm your action.

   

6. The template will be deleted and you’ll see a notification pop-up: “Template has been deleted successfully”. You are done 🚀.

   

📒 Note: The deletion of the template does not affect existing items and subitems. The checklists you’ve previously added to your items from a deleted template will still be saved inside the items and subitems.