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Creating Checklist Templates

Checklist templates are reusable sets of steps or criteria that you can apply to tasks and issues with one click. Instead of typing the same checklist every time (e.g., "Definition of Done" or "Code Review Checklist"), you create it once as a template and reuse it everywhere.

What is a checklist template?​

A checklist template is a named list of items (checkboxes) that represents a repeatable process or quality standard. Once created, any team member can apply it to a task or issue, where it becomes a live checklist they can check off as they work.

Example templates:

Template nameItems
Definition of DoneCode reviewed, Tests passing, Documentation updated, Deployed to staging, QA approved
Bug Fix ChecklistRoot cause identified, Fix implemented, Unit test added, Regression test passed, Release notes updated
PR Review ChecklistLogic is correct, Edge cases handled, No hardcoded values, Naming is clear, Tests added

Creating a template​

  1. In the left sidebar, go to Settings → Checklists (or navigate to Checklists if it is in the main nav).
  2. Click New Template.
  3. Enter a template name (e.g., "Definition of Done").
  4. Click Add Item and type the first checklist item.
  5. Press Enter to add more items, or click Add Item again.
  6. Drag items to reorder them using the drag handle (⋮⋮) on the left.
  7. Click Save Template.

Editing a template​

  1. Open the Checklists settings page.
  2. Find the template in the list.
  3. Click Edit.
  4. Add, remove, or reorder items as needed.
  5. Click Save.
Editing does not update existing checklists

Editing a template does not change checklists that have already been applied to tasks or issues. The template is a starting point — once applied, the checklist on a task is independent.

Reordering items in a template​

  1. Open the template for editing.
  2. Grab an item by its drag handle (⋮⋮ icon on the left side of the item).
  3. Drag it to the desired position.
  4. Save.

Deleting a template​

  1. Open the Checklists settings page.
  2. Find the template.
  3. Click Delete.
  4. Confirm.

Deleting a template does not affect checklists that have already been applied to tasks or issues. Only new applications of the template are affected.

Who can create templates?​

Template creation and management is available to users with Admin or Member roles in the workspace. Viewers can apply templates but cannot create or edit them.

Workspace vs personal templates​

Templates are scoped to a workspace — they are visible to all members of that workspace. There is currently no personal (private) template option.

If you need different templates for different teams, consider creating separate workspaces.