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Managing your Master List

Christina Hill avatar
Written by Christina Hill
Updated this week

Account Admins can manage which projects have access to specific checklist templates via the Account Templates tab.

To view and manage your Master List Templates for your account, you will need to open the project in Console and click on Templates and open the Checklist Templates tab.

Master List in Console.png

On this screen you can see all Checklist Templates in your Master List, the number of projects they have been added to, and last updated date. Clicking on the project number will give you a list of which projects currently have this checklist template available.

Download templates

On this screen you can also pull an excel breakdown of all templates via the Download templates button in the top right.

Screenshot 2024-09-12 134236.png

To download a breakdown of a specific checklist template, hit the three dots to the right and Download template.

Make changes to Master List templates

Account Admins can Edit Checklist Templates from your Master List. Read the full article on how to make changes to checklist templates here: Checklist Template Editing

You can also Rename or Archive templates from the action list.

Please note: updating a Master List template will update it for all projects it is shared to. If you do not want changes reflected in all projects, please advise our Support team.

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