Find a starting template
You don't have to write every step from scratch. The Create screen suggests prepared templates based on what you enter and the category you choose.
Find a suitable starting point
- Open Create.
- Enter what you are planning. Suggested templates may appear as you type.
- Browse recommended templates and choose a category if you want to narrow the suggestions.
- Open a template to review it before using it. The public template opens in a new tab.
Save it as a Checklist or Template
- On the public template page, review the steps. Where available, choose the tasks you need or adjust them to suit your work.
- Select the save action, often Save & customize. Some templates use a different label, such as Save items or Start tracking.
- If asked How do you want to use this checklist?, choose Checklist for work you want to complete now, or Template to reuse the steps later. Select Continue. Some templates support only one destination, so this choice may not appear.
- Sign in if prompted. If you can save to multiple teams, select the team you want. Checklist saves your own copy and opens it in the web app.
Open and use what you saved
- Checklist: The new checklist opens automatically. Review or edit the tasks, then complete them as you work. You can find it again under Checklists.
- Template: The template opens in its editor. Make any changes you need, then select Run to create a checklist you can work through. Find the reusable template under Templates whenever you want to start another run.
Your saved copy is separate from the public template. Changes to your checklist or template do not change the original.
Need more choices?
Select Browse library from Create to explore public templates. On the Templates page, the equivalent action is called Browse Template Library. Suggestions are starting points, so review the steps before saving or running one.