Create a reusable template

If you will use the same steps more than once, create a template. For example, a weekly cleaning template can produce a fresh checklist each Saturday without rebuilding the tasks.

Set up a template

Create screen with Template selected for repeatable work
  1. Select Create, enter a name, and choose Start Blank.
  2. Choose Template for work you want to repeat.
  3. Choose Checklist, Form, or Play for the template, then select Create.
  4. Add the steps you want each future checklist to contain.
  5. When you are ready, run the template to create a checklist you can work through.
Template editor with reusable steps ready to edit

What happens when you run it

The template keeps the master steps. Running it creates a separate checklist with its own progress. You can start runs yourself or schedule them automatically if your plan includes scheduling. On mobile, reusable templates are called routines.

Was this page helpful?