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

• Checklist templates are available on every plan.

• Guests can use checklist templates depending on their permissions:

  • Full: Can create, edit, remove, and apply checklist templates.

  • Edit: Can create, edit, and apply checklist templates, but cannot remove them from tasks.

  • Comment: Cannot use templates.

  • View only: Cannot use templates.

Create a checklist template

To create a new checklist template:

1. Open a task and create checklist items under the To Do section.

   • Hit tab to indent or shift+tab to outdent by one level, creating a hierarchy of checklist items!

2. Hover over Checklist and click the ellipsis ... to open a dropdown menu.

3. Click Save as Template.

4. Type the name of your new template or select an existing template to overwrite.

5. Select who to share the template with:

   • Only Me: No one else will be able to see or use this template.

   • Everyone (including guests): Everyone in the Workspace can see and use this template.

   • Admins: Only admins and the Workspace owner can see and use this template.

     • Only the Workspace owner and admins can choose this option.

   • Select people: Select the individuals you would like to share this template with from a list of people in your Workspace.

6. All Members: Members, admins, and the Workspace owner can see and use this template.

7. 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:

1. Hover over + Add Checklist in the To Do section of the task modal.

2. Click Use Template.

3. Select one of your checklist templates!

4. Click Use Template to confirm.

Edit an existing checklist template

To edit an existing checklist template:

1. Open a task.

2. Hover over + Add Checklist in the To Do section of the task modal.

3. Click Use Template.

4. Select the template you wish to edit and click Use Template.

5. Make any changes you desire to the checklist.

6. Hover over the checklist name and click the ellipsis ... to open a dropdown menu.

7. Select Save as Template.

8. Select the same checklist template you applied in step 4.

9. Click Save Template.

Delete a checklist template

To delete an existing checklist template:

1. Click your Workspace avatar.

2. Select Template Center.

3. Check the box next to Checklist in the left sidebar to narrow down the results.

4. Select the checklist template you want to delete.

5. Click Delete template.

6. Click Delete once again to confirm.

   • Deleted checklists cannot be recovered.

Updated July 24, 2023 17:50