Create new checklists by using checklist templates

Learn about the checklist templates and how to use them. Having checklist templates allows creation of checklists based on predefined fields and values. This feature is useful for standardizing checklists that are frequently created, ensuring consistency and saving time.

2 minute read

To use a template on a checklist

On the Checklist FastTab on the Work Item page, choose the Add from Template action.
If more than one checklist template exists, then a page opens from which you can select a checklist template. In that case, follow the next steps:
1. On the Select a template for a checklist page, choose the template that you want to use.
2. Choose the OK button.
3. New lines are added to the checklist from the template.
4. Some fields are filled with the information from the template.
Proceed to fill or change fields on the checklist as necessary. Hover over a field to read a short description.

To create a new checklist template

Choose the 🔎 icon, enter Checklist Templates, and then choose the related link.
Choose the New action.
In the Code field, enter the unique identifier for the checklist template.
Fill in the remaining fields on the Checklist Template page as necessary.
On the Checklist FastTab, enter the predefined checklist lines.

Note

On the Checklist FastTab, only the description of what should be done can be entered, since it cannot be related to any work item.

Tip

Choose the Copy Template action that allows you to copy all the information into current template from the selected one.

To save a checklist as a template

On the Checklist FastTab on the Work Item page, choose the Save as Template action.
The Checklist Template page opens showing the checklist as a template.
Fill in the fields as necessary.
When you complete the new checklist template, choose OK.

The checklist template is added to the list of checklist templates, so that it can be used for creation of new checklists.