Checklist templates allow you to quickly set up consistent processes. You can use them to replicate your most-used checklists and knock out tasks more efficiently.
Templates are not confined to checklists. You can also use templates for Spaces, Folders, Lists, and tasks!
What you'll need
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Checklist templates are available on every plan.
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Guests can use checklist templates depending on their permissions:
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Full: Can create, edit, remove, and apply checklist templates.
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Edit: Can create, edit, and apply checklist templates, but cannot remove them from tasks.
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Comment: Cannot use templates.
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View only: Cannot use templates.
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Create a checklist template
To create a new checklist template:
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Open a task and create checklist items under the To Do section.
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Hit
tab
to indent orshift+tab
to outdent by one level, creating a hierarchy of checklist items!
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Hover over Checklist and click the ellipsis ... to open a dropdown menu.
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Click Save as Template.
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Type the name of your new template or select an existing template to overwrite.
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Select who to share the template with:
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Only Me: No one else will be able to see or use this template.
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Everyone (including guests): Everyone in the Workspace can see and use this template.
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Admins: Only admins and the Workspace owner can see and use this template.
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Only the Workspace owner and admins can choose this option.
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Select people: Select the individuals you would like to share this template with from a list of people in your Workspace.
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All Members: Members, admins, and the Workspace owner can see and use this template.
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Click Save Template.
When creating a checklist, you'll be able to see and search for checklist templates from all Spaces, as long you have access to the Space where the checklist was saved.
Apply a checklist template
To apply a checklist template:
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Hover over + Add Checklist in the To Do section of the task modal.
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Click Use Template.
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Select one of your checklist templates!
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Click Use Template to confirm.
Edit an existing checklist template
To edit an existing checklist template:
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Open a task.
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Hover over + Add Checklist in the To Do section of the task modal.
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Click Use Template.
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Select the template you wish to edit and click Use Template.
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Make any changes you desire to the checklist.
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Hover over the checklist name and click the ellipsis ... to open a dropdown menu.
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Select Save as Template.
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Select the same checklist template you applied in step 4.
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Click Save Template.
Delete a checklist template
To delete an existing checklist template:
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Click your avatar in the lower-left corner of your screen.
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Select Template Center.
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Check the box next to Checklist in the left sidebar to narrow down the results.
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Select the checklist template you want to delete.
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Click Delete template.
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Click Delete once again to confirm.
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Deleted checklists cannot be recovered.
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Updated