Edit a template's tasks
A template holds the steps for work you'll do again. Edit it to improve future checklists without changing work already in progress.
Edit the reusable steps
- Open Templates and select a template.
- Add, rename, or reorder its tasks. Use subtasks when a step contains smaller actions.
- Select a task to open its settings. Use General for colors, icons, instructions or notes, files, assignments, and deadlines.
- When Form or Play is enabled, use Answer to choose the response type and answer options. Play appears when Play is enabled.
- Use Save wherever it is shown, including instructions, choices and Play settings. Switching tabs keeps unfinished choice and Play edits without saving them.
- Run the template to check how the steps appear in a new checklist.
Use the circled question mark for help. It appears when you hover over a setting or focus its control, and stays visible on touchscreens. Hover or focus the icon for a short explanation; select it to open the matching guide.
Give a task a color or icon
On General, select Color above Icon. Choose a color, then click outside the picker to save it. Press Escape to cancel the change, or select Clear to remove the color. The editor shows a colored dot beside the task name, and tasks in new checklists inherit the color. Duplicating the task keeps its color. These task colors are separate from the colors of choice-answer options.
Beside Icon, select Add or Change, then search or browse for an emoji. Choose one to save it, or use the remove button to clear the current icon.
Under Instructional files, add supporting files, open an attachment to view it, or use its delete control to remove it.
Set a deadline for new tasks
On General, find Deadline and reminders and select its current summary to open the controls. Choose how many days, hours, and minutes after checklist creation the task should be due. The task's due date is calculated separately for each new checklist. Set all three values to zero to remove the deadline.
Changes affect future runs
Editing a template does not rewrite checklists that have already been created from it. If a current checklist needs a change, open that checklist separately.