A checklist template is a collection of recurring tasks for managing internal processes such as employee onboarding

I. Create a template

  1. Go to Checklists / Templates
  2. Click on Add template
  3. Enter template name and click Add template

In the next step, you can define the tasks for this template

II. Add tasks

  1. Go to your template
  2. Click on New task
  3. Enter task title
  4. You can optionally add a link or a description
  5. Click on Add task to save

Only administrators can create and manage checklist templates

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