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

  1. Open Templates and select a template.
  2. Add, rename, or reorder its tasks in the editor.
  3. Use subtasks when a step contains several smaller actions.
  4. Select a task to edit its instructions or answer settings.
  5. Run the template to check how the steps appear in a new checklist.
Template editor showing reusable steps and task settings

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.

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