Account and Project Admins are able to manage which checklist templates are available on each project with CONQA's shareable Master List.
Find out more: What is the 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
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'
β
Then check next to the templates you which to add, and Save
βThe new template will now show on the Checklist Template list for the project
β
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



