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 in the editor.
- Use subtasks when a step contains several smaller actions.
- Select a task to edit its instructions or answer settings.
- Run the template to check how the steps appear in a new checklist.
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.