If you’ve made changes to a checklist template and want to apply those updates to the checklist in an open workpaper, here are your options:
1. Sync the checklist template to all open workpapers
You can sync the updated checklist template to all open workpapers, here is the article: Syncing a checklist template to open workpapers.
⚠️ Caution: This action affects all open workpapers using that template, which may reset checklist progress across multiple workpapers. Be mindful of the impact on other workpapers before proceeding.
2. Change the checklist template and then switch it back
In the workpaper, switch to a different checklist template, then back to the updated template to refresh just this workpaper. Use this article to change the Editing Workpaper Settings.
🚨 Warning: This will mark all checklist items as incomplete, and you’ll need to restart the checklist progress.