Use templates

Run the same kind of job over and over? Build its checklist once as a template — a reusable blueprint — and create a ready-to-go list from it in one tap, instead of rebuilding the same items every time.

The video builds a template for a common job, but any checklist you repeat is worth saving.

Plan: Templates are on Starter and up. Who can do this: owners and admins.

Steps

1. Create a template. On the Templates page, choose New Template, give it a name, then add its items. That’s your reusable blueprint.

2. Create a list from it. When you start a new task list, choose Use a Template and pick your blueprint. The new list comes in pre-filled with the template’s items, ready to assign.

3. Keep it current. Edit a template’s items anytime — changes flow into the next list you create from it, and leave lists you’ve already made untouched.

Templates vs. recurring lists — a template is a blueprint you create lists from by hand. If you want a list to come back on a schedule on its own, that’s recurrence — see Set up recurring work.

What’s next

• Set up recurring work — for jobs that repeat on a schedule.
• Tasks — the full reference on templates, lists, and items.