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Accessing Checklist Templates Directly from Checklists

While you are working on a checklist in Jira or Confluence you may stumble upon an error or a potential improvement. You can always give the checklist template owner feedback, but it might be easier to make the changes yourself. In this case, you can open the tempalte directly from the checklist using our handy “Open template” button.

Normal checklist permissions will apply here. If you do not have permission to manage a checklist, you will not be able to open the template.

You can always ask the template owner or your Jira/Confluence admin for access.

A permission denied message when trying to access a template without permission.
A permission denied message when trying to access a template without permission.

Direct access from a Jira checklist

If you open the ”…” menu in a checklist in a Jira issue, you will see an “Open template” button which will take you directly to the template in the Didit hub.

The open template button which users can see in a Jira issue after clicking the ... menu in the top right of a checklist.
The open template button which users can see in a Jira issue after clicking the ... menu in the top right of a checklist.

Direct access from Confluence checklist

The same button is available to you in Confluence checklists.

The open template button from a checklist which is publicly available and the user is viewing in the customer portal.
The open template button from a checklist which is publicly available and the user is viewing in the customer portal.

Link to this page: https://seibert.biz/accesstemplatesfromchecklists