Start a checklist from a template

Start a new checklist from a template whenever the same work needs to be done again. Each run has its own progress and completion status.

Start a run

  1. Open Templates and find the template.
  2. Select Run in its row or editor.
  3. Review the proposed checklist name.
  4. Select More Options to choose owners, assignees, or checklist notes when available.
  5. Select Run to create the checklist. Open it to begin.
Run Template dialog with checklist name and optional owners

You can run the same template again

The template remains unchanged while each run becomes a separate checklist. Free includes five lifetime template runs. Paid plans allow unlimited runs, subject to the usual team permissions.

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