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Create checklist template

Create checklist template

A template saves time by creating checklist items automatically. You can add, edit, or remove checklist items without impacting the template.

Before you begin

Role required: none

Procedure

  1. Open the card details for a task.
  2. Click the checklist tab (Checklist tab).
  3. Add items to the checklist that you want to save as part of the template.
  4. 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.
  5. Select Save as Template.
  6. In the dialog box, enter a descriptive template name to identify the checklist.
    When a user creates a checklist from a template, all templates are listed in alphabetical order and there is no way to filter which templates appear. To provide a better user experience, consider implementing a naming system for checklist templates. For example, include the name of the table or another identifier to clarify how the checklist should be used.
  7. Click Save.

What to do next

Create a checklist from a checklist template by selecting the template from the more icon.