Create a checklist from a checklist template In a Visual Task Board card, you can quickly create a checklist from a checklist template you previously created. Before you beginCreate at least one checklist template.Role required: none About this task A template saves time by creating checklist items automatically. You can add, edit, or remove checklist items without impacting the template. Procedure Open a task card that does not already contain a checklist. Click the checklist tab (). Click the more icon (). The more icon does not display unless you have added an item to the checklist, or if you have a pre-existing checklist template. Under Copy items from, select a template. The checklist items appear automatically.