Skip to content
XetuuXetuu

Checklist Templates

Reusable checklists for tasks.

Overview

A checklist template lists steps you reuse on tasks, so quality steps are never skipped.

Checklist Templates in the Projects module.

When to use checklist templates

  • The same work repeats across projects.

Step by step

In the Projects module open Configuration in the green navigation bar, then choose Checklist Templates under Setup.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • Actions on the screen: New Template.