Once you've grown acquainted with checklists, it's time to take knocking out tasks to a more efficient level.
Manage your processes with templates! Quickly create and re-use checklist templates in ClickUp.
Can I see Checklist Templates from my whole team?
Yep! Well, that is if you have access to the Space where that Checklist came from. You'll be able to see and search Checklist Templates from All Spaces (even Archived Spaces) on your entire team, assuming you have access to those Spaces.
What happens if I archive a Space that has one of my Checklist Templates?
Nothing! The Checklist Template will be still be available for you to use.
Creating new checklists from templates
To Dosection of any task
Checklistto reveal your options
From Templateto open the selection window as seen below:
How to add a new template
- Create a
new checklist(or find an old one!)
- Click the
ellipsesicon beside the checklist title
Save as Template
- Select a template to overwrite or type in a new one!