How to create and use a checklist template

What is a checklist template

Admins are able to create checklist templates. Once created, it can be used when creating new checklists. This is especially useful when creating multiple similar checklists for different groups of employees.

To create a checklist template:

1. On your admin dashboard, head to the left panel.

2. Click Checklist.

3. Click Create Template.

4. Confirm by clicking Save.

To use a checklist template:

1. On your admin dashboard, head to the left panel.

2. Click Checklist.

3. On the right of the section, click Create Checklist.

4. Select template.

5. Add or edit items.

6. Confirm by clicking Save.