Manage Templates

On your Templates Manager, you can control your templates in order to quickly insert items on a given checklist without the need to type.

Click on the “Manage Templates” button so you can open your template manager.

Open

In the “Templates Manager” you can:

• Re-order your templates list;

• Do operations on a specific template by editing, duplicating, or deleting it;

• Create a new template;

You can order your templates list until you feel satisfied with it. You just need to click and drag your items and change their position. (Shown in the image to the right).

Then you just need to drop your templates at their new position and the list will automatically adapt to your changes.

To the right of a template’s name, click the 3 dots button, while hoovering a template.

The small menu below will open.

You can then edit, duplicate or delete the chosen template.

After clicking on the “more” button as described above and opening the small menu to the right, you can then edit a template by clicking the “Edit” button.

Then, the respective form to the right will open.

You can unlock the “Save” button by doing any change to the name or items of your chosen template. Then you just need to click it.

After clicking the 3 dots button as described above and opening the small menu to the right, you can then duplicate a template by clicking the “Duplicate” button.

Then, the respective form to the right will open, with a copy of the chosen template as its fields.

After clicking the “more” button and open the small menu described in the above section, you can delete a template by clicking the “Delete” button.

Then, the pop-up with the removal confirmation will appear on the right. You just have to click the “Yes” button.

You can open the additional template form by clicking the “Create” button.

After entering a name for your new template and its respective items, the “Create” button will be unlocked and you can then click it.