Change template settings and views
Template settings determine how future checklists will be presented and, in some cases, who can access or edit them.
Choose the template options
- Open a template and select its settings icon.
- Choose the views that should be available and set a default.
- Add notes or instructions that should accompany future runs.
- Review sharing and permission settings if the template will be used by other people.
- Open the intake, reports, or issues sections only when your process needs them.
What changes when you save?
Some settings apply to the template itself, while others affect checklists made from it. Read the description beside the option before changing it. Advanced public editing, reports, and issues have plan restrictions.