Duplicate, delete, or review template runs

You can duplicate a template when a similar process needs its own steps, or look back at the checklists created from an existing template.

Use the template actions

1. Open Templates and find the template.
2. Open its actions menu to choose Duplicate or Delete when permitted.
3. Select the runs icon in the template's row to view checklists previously created from it.
4. Confirm deletion only if you no longer need the template.

Templates and past runs are separate

Deleting a template does not automatically remove every checklist previously created from it. To review completed work, open the list of runs before deciding whether to delete a template.

Related help

• Find and filter templates
• Start a checklist from a template
• Archive or delete a checklist