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Create a checklist from a checklist template

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 begin

Create 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

  1. Open a task card that does not already contain a checklist.

  2. Click the checklist tab (Checklist tab).

  3. Click the more icon (More icon).

  4. Under Copy items from, select a template.

    The checklist items appear automatically.

Products > ServiceNow Platform > Visual Task Boards; Versions > Istanbul