Template Versioning

Every time you save a template, CheckFlow automatically creates a new version. All versions are kept indefinitely — nothing is ever deleted — giving you a complete history of every change ever made to your template.

How Versions Work

Version numbers start at 1 and increment by 1 with each save. The latest version is always the one used when a new checklist is created. Each version records:

  • The version number
  • The date and time it was saved
  • The team member who saved it

There is no limit to the number of versions a template can have.

Viewing Version History

  1. Go to the Templates page from the left navigation bar.
  2. Find the template you want to review and open it.
  3. Click the Version History tab.

Each version is displayed as a card showing its version number, who created it, and the date and time it was saved. The most recent version is marked with a Current Version badge.

Loading a Previous Version

From the Version History tab, click View This Template on any version. That version of the template opens in the Template Designer.

warning

When you open a version that is not the current version, CheckFlow will warn you that it is not the latest. If you save from here, any changes made to the template in the versions between this one and the current version will not be carried forward into the new save.

Reverting to a Previous Version

There is no one-click revert. Instead, the process is:

  1. Open the previous version you want to go back to using View This Template.
  2. Review the template to confirm it is correct.
  3. Click Save Changes.

This creates a new version — the highest version number — that contains the content of the version you opened. The template is now effectively restored to that earlier state while keeping the full history intact.

You can also make edits to the loaded version before saving, allowing you to restore and adjust in a single step.

Impact on Checklists

Versioning and checklists work as follows:

  • New checklists always use the current (latest) version of the template at the time they are created.
  • In-progress checklists stay on the version they were created from. Saving a new version of the template does not change them automatically.
  • When you save a template that has open checklists, you are given the option to update specific open checklists to the latest version. See Save a Template for details.
  • Completed checklists are never affected by template changes.