Editing, Renaming, and Deleting Templates

Template Permissions

The operations available for managing templates depend on a user’s permissions. Any user can edit, rename or delete templates they created. Project administrators can edit, rename and delete any template in the project, and can set defaults templates.

Managing Templates

All templates can be accessed by selecting Checklist from the More menu in the upper nav bar.

Finding a Template

To quickly find a template, begin typing the name in the search bar.

Editing Templates

To edit a template:

1. Navigate to the templates page either by selecting Checklist from the More menu on the project nav bar or by selecting Manage templates from the … menu for the Checklist.
   

   

2. Click on the Pencil icon for the appropriate template.
   

   

3. Make the changes and click Save.
   

   

Renaming Templates

To rename a template:

1. Navigate to the templates page either by selecting Checklist from the More menu on the project nav bar or by selecting Manage templates from the … menu for the Checklist.
   

   

2. Click Name icon for the appropriate template.
   

   

3. Enter a new name for the template. Note that template names must be unique and should not include spaces.

4. Click Rename.
   

   

Deleting Templates

To delete a template:

1. Navigate to the templates page either by selecting Checklist from the More menu on the project nav bar or by selecting Manage templates from the … menu for the Checklist.
   

   

2. Click on the Trash icon for the appropriate template.
   

   

3. The template will be deleted. An Undo option will be available until the page is refreshed.
   

   

User Mentions in Templates

You can mention users on items in checklist templates. When the template is later applied to a work item (either manually, as a default template, via automation, labels integration, etc.), the mentions will be kept. If email notifications are enabled, all mentioned users will, if they haven’t already, receive an email informing them that they have been mentioned on a checklist item. Email notifications for self-mentions (if the user who applies the template mentions themself) are not sent.