Checklist

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Generate Public Checklist Templates from YOUR content

Turn existing content into a checklist template in minutes. Paste a URL (e.g., a YouTube tutorial or blog post) or paste raw text, optionally add a short prompt, and generate a draft you can refine in the editor.

Youtube to actionable checklist

How to open the generator

  1. Go to Public Templates: /account/templates
  2. Click Create Template
  3. In the Create page, choose Generate from Content

Create Checklist Template from scratch

Step 1 — Provide a URL or paste text

  • URL (optional but recommended): Paste a page or video URL, then click Fetch. If available, we’ll pull the title, description, and content. You can still edit the text afterward.
  • YouTube support: Captions are combined with timestamps for better extraction.
  • Paste text: If you already have text, paste it directly into the Content field.

Step 2 — Configure generation

  • Organization: If you have more than one, select which organization to publish under.
  • Template Type: Choose the view for the generated template:
    • Checklist: Tasks and subtasks.
    • Links: Creates a link‑list style template (each task links to a url).
  • Include detailed task notes: Adds notes to elaborate on tasks.
  • Prompt (optional): A short instruction to guide the generator (e.g., “Focus on beginner steps”, “Group by phases”).
  • Terms: Check to agree before generating.

Step 3 — Generate

  • Click Generate. Processing may take a moment depending on content length.
  • On success, you’ll be redirected to the Template Editor for further editing.

Tips

  • Use clean sources: Prefer content with clear structure (headings, steps, numbered lists).
  • Refine in the editor: Reorder, rename, add notes/links, and set SEO meta before publishing.

Limitations and tips

  • Private, paywalled, or heavily scripted pages may not fetch correctly—paste text instead.
  • Extremely long pages may produce partial previews; trim to the relevant section.
  • Respect copyrights and only use content you have rights to transform.

Troubleshooting

  • Fetch failed: Check the URL format or try pasting the text manually.
  • Invalid URL: Use a fully qualified URL (https://…).
  • Content too short: Add more context or combine multiple sections.
  • Generation error: Try again later or simplify the content. If it persists, contact support.

Next steps