Save a workplace task checklist as a template

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • You can save a Workplace Core workplace task checklist as a template for easy reuse. A template saves time by adding checklist items automatically in a record where you use it.

    Vorbereitungen

    Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

    Warum und wann dieser Vorgang ausgeführt wird

    When you add a template checklist to a record, you can add, edit, or remove checklist items in the record without affecting the template.

    Prozedur

    1. Navigate to the record that contains a checklist you created.
      To find out how to access the record, see Create a workplace task checklist.
    2. In the Checklist section, select the down arrow (checklist icon) beside the Checklist formatter.
    3. Select Save as Template.
    4. Enter a name for the checklist template.
    5. From the User Group list, select a group to limit who can use the checklist template.

      Only members of the selected group and the user who created the checklist can use the checklist as a template. Leaving this field blank prevents anyone but the template creator from using the checklist template.

    6. Select Save.