Checklist Templates

The Checklists feature lets you keep track of tasks and assign them to particular users. For information about creating and using checklists, please see our Checklist help page.

You might have a checklist that you'd like to use multiple times, for multiple activities, or for any sequence of tasks that need to be done frequently or regularly. For this, you can create a checklist template. A checklist template lets you save a single list of tasks, then to add that checklist to any activity from a dropdown menu. Then, you can assign new due dates for the tasks in the list and assign them to the appropriate users.

To create a checklist template, go to Administration > Checklist Templates.

The Checklist Templates page has a text window. To create a template, write the title of the template with each task on a separate line below the title. Place an asterisk in front of each task. Leave a space between separate templates.

When you've created your template, click "Done" or click outside the text window. Now, when you go to an activity checklist tab and create a checklist, you can select your new checklist template from the dropdown menu.

The checklist and tasks will appear at the bottom of the page. You can then assign users and due dates to each task.

Alternatively, you can make or edit any checklist on the checklist tab of the activity page and then click "Save as checklist template."

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