Checklist templates

Create checklist templates to facilitate recurring processes.

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9 articles in this collection
Written by Chris Rohrbach

Create a checklist template

This feature allows you to create predefined task lists to manage recurring procedures.
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Written by Chris Rohrbach
Updated over a week ago

Modify the tasks in the template

It is possible to modify the tasks in a checklist template.
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Written by Chris Rohrbach
Updated over a week ago

The relative scheduling of tasks in the checklist template

Set relative dates in a template to automatically plan all tasks based on the reference date.
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Written by Chris Rohrbach
Updated over a week ago

Manage the members of a checklist template

It is possible to add members, remove members or edit the list of administrators of a checklist template.
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Written by Chris Rohrbach
Updated over a week ago

View checklist templates

Display your models as a mosaic or as a list. Sort them thanks to the different filters available.
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Written by Chris Rohrbach
Updated over a week ago

Checklist template settings

Settings are used to configure a checklist template.
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Written by Chris Rohrbach
Updated over a week ago

Duplicate a checklist template

The duplicate function is used to copy a checklist template to avoid having to set it up again.
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Written by Chris Rohrbach
Updated over a week ago

Archive / Unarchive a checklist template

It is possible to archive a checklist template and cancel this action if necessary.
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Written by Chris Rohrbach
Updated this week

Delete / Restore a checklist template

It is possible to delete a checklist template and undo this action if necessary.
Chris Rohrbach avatar
Written by Chris Rohrbach
Updated over a week ago