Documentation Templates
Manage templates
In Add/Manage Templates:
- Edit items: select the template's name to expand it, then edit items as you would in a checklist.
- Rename: select the pencil icon, type the new name, and confirm with the tick.
- Delete: select the trash icon. This can't be undone.
Changing a template doesn't change checklists already created from it — each checklist is an independent copy.
Automation rules that use a deleted template stop working; see If a rule fails.