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Checklist templates
Create checklist templates to facilitate recurring processes.
Archive / Unarchive a checklist template
It is possible to archive a checklist template and cancel this action if necessary.
By Melissa Golay
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Last updated 1 year ago
Checklist template settings
Settings are used to configure a checklist template.
By Melissa Golay
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Last updated 1 year ago
Create a checklist template
This feature allows you to create predefined task lists to manage recurring procedures.
By Melissa Golay
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Last updated 1 year ago
Delete / Restore a checklist template
It is possible to delete a checklist template and undo this action if necessary.
By Melissa Golay
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Last updated 1 year ago
Duplicate a checklist template
The duplicate function is used to copy a checklist template to avoid having to set it up again.
By Melissa Golay
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Last updated 1 year 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.
By Melissa Golay
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Last updated 1 year ago
Modify the tasks in the template
It is possible to modify the tasks in a checklist template.
By Melissa Golay
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Last updated 1 year ago
Move a checklist template in a team
It is possible to move a checklist template in a team in order to share it with team members.
By Melissa Golay
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Last updated 1 year 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.
By Melissa Golay
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Last updated 1 year ago
View checklist templates
Display your models as a card or as a list. Sort them thanks to the different filters available.
By Melissa Golay
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Last updated 1 year ago
Automate the Launch of a Checklist
It is possible to schedule the automatic launch of your checklists from a template.
By Yann Stehle
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Last updated 1 year ago
