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.

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

Customizing template overview

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” drop-down, 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.

You can choose to either “export all columns” or “export only visible columns”. (Learn how to hide/show columns in the following sections of this article).

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.

Advanced template overview features

Template Versions

You will notice you can see which template version a checklist has been run from. Every time you make a change to the template and save your changes, your template version will increase by 1.

Hidden Conditional Tasks

When using a template that contains Conditional Logic workflows, the Template Overview will ‘grey out’ tasks and put a 👁 “hidden eye” icon on tasks that are not relevant to the checklist in question as shown below.

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