How Do I Copy Checklists?

First off, it’s important to remember that templates are the blueprints of your processes whilst checklists are single-run instances of them, which can be ticked off and filled in as you go along.

As such, you cannot copy a checklist, but you can instead run a new one from the original template and proceed to fill it out as you wish.

Users: In order to run checklists, you must be an Administrator or a Member who has been given ‘can run’ permission by your Administrator.

To create a new checklist from a template for the first time, navigate to the parent template in your template dashboard or in a folder.

Once there, click the template’s name, and then click “Run checklist” in the menu which pops up on the right-hand side of your screen.

You can also use the “Run” button in the top right of your screen, to run new checklists:

If you prefer to duplicate or copy the template (to edit it or use it as a framework for another process for example) check out the following article on how to duplicate templates.

Learn more about the differences between templates and checklists.

 

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