Turn a checklist into a template

If a checklist contains steps you want to repeat, turn it into a template. Your original checklist remains separate.

Reuse an existing checklist

1. Open the checklist you want to reuse in List view. You must be a checklist owner with editing rights in its team.
2. Open its settings, stay on General, and choose Make into a template. Confirm to create the template.
3. Review the new template. Add, remove, or adjust tasks so they make sense for future work.
4. Run the template whenever you need a fresh checklist.

Keep the template general

For example, a completed event checklist may contain event-specific names or dates. Remove those details from the template before using it again. Changes to the new template do not rewrite the original checklist.

Related help

• Edit template tasks
• Start a checklist from a template
• Schedule recurring checklists