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).
    The more icon does not display unless you have added an item to the checklist, or if you have a pre-existing checklist template.
  4. Under Copy items from, select a template.
    The checklist items appear automatically.