Templates and checklists
What is a template?
A checklist template is a list of predefined tasks used to manage an organization's internal procedures. From the template, checklists can be launched each time a procedure needs to be carried out. To create a checklist template, please consult the following article: Creating a checklist template.
Click on browse organization and then on template to view the checklist templates of which you are a member:
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View the procedure through a task template :
Go to the template
Click on the template tasks tab
ℹ️ A yellow banner informs you that you are viewing the template's tasks. Any changes you make will have an impact on future checklists.
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The tasks in a checklist template are numbered to keep the order of the procedure in mind.
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What is a checklist?
A checklist is a list of tasks launched from a template representing a typical procedure. A template usually contains several checklists that represent all the times the procedure has been performed. To launch a checklist, please refer to the following article: Launching a checklist.
To access a template's checklists, go to the template in progress. By default, launched checklists appear in Grid view as cards. You can also display them in List view:
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A checklist contains the tasks of its template. You can identify tasks from checklists by the name of the checklist (1) and template (2), which appear in the task details panel.
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Info: these two features are therefore linked, to launch checklists you must first create a template.
Updated on: 09/04/2024
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