Once you've grown acquainted with checklists and figured out how helpful they are, it's time to use checklist templates to easily re-use your favorite checklists and knock tasks out even more efficiently!

Checklist templates allow you to set-up consistent processes in no time!

And, consider supercharging your workflows by using templates at each level of your information hierarchy! Templates are available for Spaces, Folders, Lists, and tasks!

Starting a checklist from a template

Close up of where to add a checklist.
  1. Click Add from the To Do section of any task

  2. Click Checklist

  3. Select one of your Checklist templates from the sidebar on the left

  4. Click Use Template

Showing how to select and use a checklist.

Creating a new checklist template

How to create a checklist template.
  1. Create a new checklist (or find an old one!)

  2. Click the ellipses icon beside the checklist title

  3. Click Save as Template

  4. Select a template to overwrite or type in a new one!

  5. Select who to share the template with

  6. Click Save Template

Editing an existing checklist template

How to edit a checklist template.
  1. Create a new checklist from an existing template

  2. Make desired changes to the checklist

  3. Follow the steps for saving a new checklist template

  4. Select the existing checklist template from the list

  5. Click Save Template

Examples

Blog post distribution process

Checklist Template Example.

Web page creation

Another checklist template example.

New feature release

A final Checklist Template example.

FAQ

Can I select Checklist Templates across my entire Workspace?

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. If you have access, you will see the Space in your left sidebar.

Note: Guests do not have access to Spaces and are not able to directly access checklist templates. But, guests with full create & edit permissions can use a task template that includes a checklist.

What happens if I archive a Space that has one of my checklist templates?

Nothing! The checklist template will still be available for you to use, as long as you have access to the Space where that checklist came from.

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