Checkvist story

Duplicating vs. Templates

Recently we have received a couple of questions regarding possibility to use templates in Checkvist.

And though the tool doesn’t have a feature explicitly named “templates”, we ourselves use a similar thing quite often.

In most cases the answer to the problem is duplicating a checklist and giving it another name, right? Today we use “Release test, Dec 2008”, in a month we’ll create a copy and call it “Release test, Jan 2009”: 

1. We will open the initial checklist, our “template”.
2. Open the Copy dialog by clicking the corresponding toolbar link



3. Check the options - we want to create a new checklist (default option in the Target checklist dropdown), we’ll keep the notes and clear task status, so all the new checklist items will be open.

Press Copy - and all you’ll have to do is to give your new checklist a name and share it with your co-workers.

Have you tried using the Copy feature to emulate templates? Encountered any other problems? Do you need more sophisticated templates? And if yes - for what kind of tasks?