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Configuration

This guide walks through each screen in the Configuration menu of the Projects module: Checklist Templates.

Checklist Templates

Where to find itProjects → Configuration → Setup → Checklist Templates

Checklist Templates in the Projects module.

How to use Checklist Templates

  1. 1
    Open Checklist Templates

    In the Projects module, open Configuration in the green navigation bar, then choose Checklist Templates under Setup.

  2. 2
    Use the available actions

    Buttons available on this screen: New Template.

Full Checklist Templates guide →