Turn a checklist into a routine

If you expect to use the same steps again, save the checklist as a routine. You can then run the routine whenever you need a fresh checklist.

Create the routine

Open the checklist menu and select Save as routine. Checklist creates the routine and opens it in the editor, where you can review the steps before the next run.

This works well for repeated work such as an opening procedure or regular inspection. A housekeeping checklist can become a routine that creates a fresh checklist for each cleaning cycle.

The current checklist stays as it is. The new routine holds the reusable steps. Each time you run it, Checklist creates a separate checklist for that occasion, so completing a run does not overwrite the routine.

You need permission to make all changes to the checklist, as well as an internet connection. If you cannot save a shared checklist as a routine, ask its owner to review your access.

Related help

• Work with a checklist
• Duplicate a checklist
• Use a checklist created from a template