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

Before you begin

Activate Visual Task Boards.

Role required: none

About this task

There are two ways that you can create a checklist template:
  • In the Visual Task Board interface,
  • or in the Now Platform.

Procedure

Adding a checklist template in Visual Task Board
  1. In Visual Task Board, open the card details for a task.
    Note: You cannot give a checklist template a name when you create a checklist template in the Visual Task Board interface. To give a checklist a name, you must configure the checklist template in the Now Platform.
  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.
Adding a checklist in the Now Platform
  1. Navigate to All, and search for checklist_template.list.
  2. Select New to create a new checklist template.
  3. Configure the fields for your new checklist template.
    OptionDescription
    Group You can use this field to limit the group of users that are allowed to use this checklist template.
    Template

    Your template in JSON. Example:

    {"owner":"2816f79cc0a8916401c5a33be04be443","name":"Checklist of items","items":[{"name":"Call the vendor","order":0},{"name":"Follow up email to customer","order":1},{"name":"Slack the supervisor","order":2}]}

    The attributes of a checklist template are:
    Owner
    The sys_ID of the user who owns or creates the checklist template.
    Name
    The name of the checklist template.
    Items
    The checklist items.
    Name
    The name of a checklist item.
    Order
    The order in which a checklist item appears in the checklist.
    Name The name of the checklist template.
    User The role required to use the checklist template.
  4. Select Submit.

Result

Your checklist template is created.

What to do next

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