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Managing your Project's Checklist Templates

Written by Christina Hill
Updated over a week ago

Account and Project Admins are able to manage which checklist templates are available on each project with CONQA's shareable Master List.

To manage which of Master List Checklist Templates are available on your CONQA project, you will need to open the project (1) in Console, select Settings (2) then select Checklist Templates (3)

This page shows you all checklist templates in your project library. The source columns shows whether this is a checklist template unique to your project or if it is from your account's Master List.

Removing a Master List template

If for any reason you no longer require a particular Master List template to be available in your project, you can easily remove it from this screen.

  • Click on the three dots that align with the template to remove

  • Select 'Remove Template' from the options

  • Confirm the removal
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Adding a New Checklist Templates

You can also use this page to add new checklist templates to your project - either from your Master List, or by creating a New Template.

Adding from Master List

  • Click on the '+Add Template' button in the top right, then select 'Add from master list'

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  • Then check next to the templates you which to add, and Save
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  • The new template will now show on the Checklist Template list for the project
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Adding from scratch - Create New Template

  • Selecting 'Create new template' will give you the following options:

Find out more about building new checklist templates here: How can I add a new checklist template to my CONQA account?

Editing Checklist Templates

To edit your checklist templates you can do so on this page

  • Click on the three dots next to the template you wish to edit and click 'Edit Template'

  • Your template will open and you can make the required changes

You can learn more about checklist template editing here: Checklist Template Editing

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