Change template settings and views
Template settings control future checklists. Use General for appearance and behavior, Play for activity defaults when Play is enabled, and Sharing for access, reports and public forms.
Use the circled question mark for help. It appears when you hover over a setting or focus its control, and stays visible on touchscreens. Hover or focus the icon for a short explanation; select it to open the matching guide.
General settings
- Open a template and select its settings icon.
- On General, select Color to give the template a color. Click outside the picker to save your choice, or press Escape to cancel the change. Select Clear to remove the color.
- Beside Icon, select Add or Change to choose an emoji. Use the remove button to clear it.
- Open Instructions to add guidance for future checklists.
- Under Views, use the checkboxes to choose available views. Use the Opens first radio button on the same row to choose the starting view. Choose another starting view before turning the current one off.
- Under Editor preferences, choose whether task instruction previews and suggestions appear while you edit.
- Choose the Form language, then review Completion rules to decide how completing a parent task or subtask affects the other steps.
Most settings save as you change them. Instructions and Play have their own Save and Cancel controls.
Sharing, reports, and public forms
Open Sharing to control access to the template and permissions for checklist links. The same tab contains Issues, Reports, and Public intake form.
Under Reports, select Customize report to change the report layout. Under Public intake form, choose the setup or management action to collect submissions as new checklists. Open Issues when your process needs a destination checklist for reported problems.
What changes when you save?
The template's color appears as a dot beside its name in the editor and on the Templates page. Its icon also appears beside its name. New checklists inherit both, while task colors and icons apply to their matching tasks. Duplicating a template or task keeps its selected color.
Changing a template leaves existing checklists unchanged. To update work already in progress, open that checklist separately. You need permission to edit the template to change its color. Advanced public editing, reports, and issues have plan restrictions.