Save a checklist as a template

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • After you create a checklist on a project task, you can save it as a template and reuse it on other tasks.

    Before you begin

    Role required: it_project_manager

    Procedure

    1. Navigate to a project task.
    2. Select the down arrow next to Checklist.
    3. Select Save as Template.
    4. Enter a name for the checklist.
    5. Select Save.