Template Overview

Template overview is a fantastic way to see a summary of every checklist run from a particular template.

In fact, it’s essentially an in-app (and prettier) version of our checklist CSV export.

It allows you to quickly see whether the checklist is active, archived or completed, an overview of which tasks have been completed and which haven’t, the date it was created, the due date, form field data, and more within a single handy spreadsheet format, without ever having to leave the Process Street app.

Accessing template overview

First, open the template whose checklists you want to view in a table. This can be done by clicking its name in your dashboard.

Next, click the “Overview” tab at the top of your page.

template overview button

You can click on any of the checklists’ names to open them or use any of the features below to customize your view.

blue checklist name

Template overview features

Much about template overview can be customized to your preference, such as the order and size of columns, and the type of checklists displayed.

Any and all changes are remembered for the user who makes the changes; if a user hides a column, then leaves and re-enters template overview, that column will still be hidden for that user.

In much the same vein, if you are inside template overview, then leave that template without switching back to regular view, template overview will be reopened when accessing that template again.

Filtering checklist status

Using the “All statuses” dropdown, you can limit the checklists shown in template overview to “active” (blue), “completed” (green) or “archived” (yellow). This is a brilliant way to get a quick summary of all of the checklists in that state.

By default, only active checklists are displayed in template overview.

Filtering checklist assignee

Using the “All Assignees” dropdown, you can limit the checklists shown in template overview to a single assignee, multiple assignees, or all assignees. This is a great way to see who is responsible for each checklist.

Export checklists to CSV

You can export all of your checklists from template overview to a CSV by clicking the “Export to CSV” button at the top of your view.

export to csv template overview button

The CSV will download straight from your browser, and will look like this upon opening:

template overview CSV opened

Hiding columns

You can hide any column in template overview by using the final dropdown menu at the top of your table.

To hide a column, click its name in the dropdown – to show it again, do the same.

Columns that are visible will have a tick next to their name in this dropdown, making it easy to tell at a glance what is active, and what is not.

Resizing columns

Columns can be resized in the same way as a normal spreadsheet’s – to resize one, click and drag the right hand side of it.

Reordering columns

Columns can also be reordered to your preference. This is done by clicking and dragging the column’s name.

To learn more about Process Street, check out our articles on templates, running checklists, and archiving checklists.

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9 Comments

  1. David

    Great feature! Is this available to all users? I can’t see it when I login to a checklist.

    1. Vinay Patankar

      Hey David, thanks for getting in touch. If you signed up after July 1 2016 and are on the limited 5/5 plan, you can access the feature. If you are on an older “unlimited free plan” you will need to contact support to switch to the 5/5 limited free plan or upgrade to the business plan to access the feature.

  2. Eileen Romito

    I’ve been dying for this feature!! It will be great. Can’t wait to check it out. Thanks so much!

    1. Vinay Patankar

      Awesome Eileen! Would love your feedback after you check it out.

  3. This feature is fantastic, and you guys did a great job with it. Is there any chance you could allow columns to be sorted? That would be all we need to use this for a really important part of our workflow.

    1. Vinay Patankar

      Hi Steve, we have column sorting in the pipeline for sure.

  4. Dan

    Howdy! Any plans to add different checklist ‘statuses’? I can envision businesses wishing to have a variety of status levels; completed, in progress, active, inactive, pending, etc.

    Thx.

    1. Vinay Patankar

      At the moment no, but you could create a drop-down form field with those status’s in it and use that.

  5. Dan would also like to see that status and also have kanban view of stat us and trigger status change via rules. Ie a b and c tasks finished in flow so mark to stage 2

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