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Managing your Project's Checklist Templates

Christina Hill avatar
Written by Christina Hill
Updated this week

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

To control which of your Master List Templates are available in your project, you will need to open the project in (1) Console and navigate to (2) Settings and select (3) Checklist Templates

Checklist Templates in Console.png

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 which for a particular Master List template to be available in the 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 Master List template

You can also use this page to add a new Master List template to this project

  • Click on the '+Add from Master List' button in the top right
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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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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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