Delete checklist or a template
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- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Navigation and UI
You can remove a checklist from a record, and delete checklist templates you no longer need.
Before you begin
Note: If the Explicit roles plugin is installed, the sn_internal
role is required by the Customer Service Management and the Vendor Risk Management
plugins (and possibly others.) The Explicit roles plugin automatically creates the
sn_internal role and assigns it to all users.
About this task
Deleting a checklist template has no effect on checklists created from that template.
Procedure
Related Content
- Activate checklists
Checklists are active by default on new instances. For instances upgrading from a previous version, the Checklist plugin must be activated.
- Create a checklist
You can create a unique checklist for each task record. You can quickly create a checklist from a previously created template.