Working with templates
Templates define the structure of a checklist: name, items, ordering, which work item types can use it, and how data is stored on the work item.
Template management hub
Open Project settings → Extensions → Checklist Templates to:
- Create, edit, activate, or deactivate templates.
- Reorder template items (drag and drop).
- Set sort order for how templates appear in management lists.
- Configure work item type targeting and scoping by team and project.
Use the Checklist Templates hub to create and manage templates:
Field mappings
In the template editor you choose supported work item types and map storage fields for each one:
Each template needs a field mapping per work item type you support:
| Role | Purpose |
|---|---|
| Content (checklist) field | Stores the checklist as markdown. Required for the checklist to persist. Must exist on the work item form and be writable for normal editing. |
| Progress field (Premium) | Optional Single line text field updated with a readable summary (for example 100% (6/6)). |
| Complete field (Premium) | Optional Single line text field set to Yes when the checklist is complete and empty otherwise. |
Progress and complete fields power board cards, queries, style rules, and transition rules.
If Premium mappings are not configured, you can still use the checklist on the form; you simply will not have those extra fields for automation until you map them.
Free and Premium tiers
| Free | Premium | |
|---|---|---|
| Templates | Up to 2 templates per organization | Unlimited templates |
| Checklist on work item | Yes | Yes |
| Markdown storage field | Yes | Yes |
| Progress + Complete field mappings | No | Yes |
Premium is presented in the extension when you hit the template limit or when you configure Progress/Complete mappings. See the marketplace and FJAN product pages for current pricing and terms.
Custom items
Templates can allow Allow custom items so users may add one-off lines on the work item that are not part of the template baseline. That helps when every work item needs small variations without editing the template.