Templates

A template holds the steps you want to use again. Each run creates a separate checklist with its own progress.

Prepare your template

• Find and filter templates
• Edit a template's tasks
• Choose task and answer types
• Change template settings and views
• Configure Play steps and timers

Run or share the process

• Start a checklist from a template
• Schedule recurring checklists
• Create an intake form from a template
• Duplicate, delete, or review template runs

On mobile, reusable templates are called routines. See Mobile Routines if you're using your phone.