Changes to Checklists Templates will only affect new checklists that are started using the template.
It is best practice to copy a checklist, make the necessary changes, and inactivate the original checklist. This ensures that any active checklists will finish as expected and only the new checklist will be available going forward.
This is specially important when the checklists are configured to complete items automatically.
There are two ways to copy a Checklist template:
Note - when a checklist template/item is deleted, any checklist items set to complete automatically will no longer complete as the completion rules are defined in the template (and not in the items).
Copy Functionality
You can copy an existing template using the
button
Open the Checklist Template
Click
Once copied, a new Checklist Template will be created with the same details and associated Checklist Items
Creating a new checklist template via copying an existing one
Creating a new checklist template via copying is commonly used when basing a new checklist on an existing one.
Click
to add a new Checklist Template.
Select either Copying A Company Template or Copying A System Template
Select the Checklist Level and Template to copy
Click
Things to Note
All copied Checklist Templates will be set to inactive
If a user tries to edit the data source or target fields of the checklist template of a checklist which is currently in use, they will be prompted with a warning that saving the changes can make automations connected to the checklist fail:
