Create a checklist or routine
Use the Create screen to start with a blank checklist or routine, or choose a public template with steps already prepared for you.
Create a blank checklist or routine
Choose Checklist for something you want to work through now. Give it a clear name and add it to the selected team.
Choose Routine for a process you expect to repeat. Add the standard steps once, then run the routine whenever you need a fresh checklist. Creating and editing routines requires an account, permission to work in the team, and an internet connection.
Start from a public template
Browse the categories or search for a template, then open one to preview its purpose and steps. You may be able to keep all of its tasks or choose only the ones you need before saving it as a checklist or routine.
See Use a template for the complete builder flow.
Related help
Frequently Asked Questions
Should I create a checklist or a routine?
Create a checklist for something you are doing now. Create a routine when you want to maintain the same process and use it for future runs.
Why is an option unavailable?
Make sure you are signed in and a member of the selected team. Creating a routine or using a public template also requires an internet connection, and some routine and template options depend on your plan.