Save a checklist as a template

After you create a checklist on a project task, you can save it as a template and reuse it on other tasks.

Before you begin

Role required: it_project_manager


  1. Navigate to a project task.
  2. Click the down arrow next to Checklist.
  3. Select Save as Template.
  4. Enter a name for the checklist.
  5. Click Save.