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.
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.
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
Editing/updating of checklist templates needs to be performed by CONQA staff. To request an amendment to an existing template, download it from the Master List page.
Then make any changes to the spreadsheet and highlight the cells which contain any changes and send this through as an attachment to support@conqahq.com.
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.