Feature availability: Elite and Premier plan

Accessibility: Users with 'Manage Checklist Template' permission can create new checklist templates.

Use case

1. Functional and Regression Testing
   
2. Compatibility Testing
3. Performance and Accessibility
4. Security
5. Usability testing
6. User acceptance testing

Create Checklist Template

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to the Checklist Templates section under Customization.
3. Click the + Template button. The Create Checklist Template window will appear.
4. Enter the Template Name.
5. Template name can contain placeholders. Placeholders are field values fetched from the work item's layout.
6. Add a description.
7. Select a Template Type from the dropdown.
8. In the Clone From field, list of all the templates matching the selected template type will be listed in the dropdown. Select an existing template from the list, if needed.
9. Enter the checklists along with its Assignee Type and Priority.
1. Assignee Type: You can choose an owner for the checklist allowing them to carry out this specific checklist.
2. Priority: Set a priority for the checklist to give weightage on how important this checklist means for the work item.
10. Click Create. 
    

Note:

1. If you had selected a placeholder that doesn’t has no data in the work item field, a prompt will appear showing the field details. You can then choose to update the field or continue without making any changes.
   

1. You can create a maximum of 150 templates overall, with 50 templates in each template type.
   

Edit Checklist Template

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to the Checklist Templates section under Customization.
   
3. The Checklist Templates will be listed on the page.
   
4. Hover over a template. The Edit button will appear.
   
   
5. Click the Edit button. The Edit Checklist Template form appears.
6. Make the necessary changes to the template.
1. Update the Checklist Name, Assignee Type, Priority.
   
2. Reorder checklist: Change the sequence of the checklist by dragging and dropping them or enter the sequence number in the numbering box.
   
7. Click Update.
   

Template Views

1. Checklist
   
2. Acceptance Criteria
3. Definition of Done

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to the Checklist Templates section under Customization.
   The Checklist Templates will be listed on the page.
3. In the Template header, click the respective template type, to view the templates belonging to them. 
   

Delete Checklist Template

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to the Checklist Templates section under Customization.
   The Checklist Templates will be listed on the page.
3. Hover over a template. The Delete button will appear.
   
4. Click the Delete button. A confirmation pop-up will appear.
   
5. Confirm your action and click Delete. 
   

Activity Stream

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to the Checklist Templates section under Customization.
   The Checklist Templates will be listed on the page.
3. Hover over a template. The Activity Stream button will appear.
   
4. Click the Activity Stream button.
   
5. View the details along with the date and user who carried out the action.
   

Note: Users who do not have the permission to Manage Checklist Templates can create a new checklist group with the checklist template.