Find and filter templates
The Templates page lists the reusable checklists in your selected team. Use it to find a process to run or update.
Find a template
- Select Templates in the left menu.
- Search by name, or narrow the list by Folder, Starts, View, or favorites.
- Select the template name to open its editor.
- Use the runs icon to see checklists created from that template.
A colored dot beside a template name shows its selected color. To change or clear it, open the template's settings. Templates without a color have no dot.
Favorites and the public library
Marking a template as a favorite requires both team-admin and organization-admin access. To find public templates, choose Browse Template Library. Public templates are separate from your team's templates.