---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Save a workplace task checklist as a template

# Save a workplace task checklist as a template {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

## About this task

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

## Procedure

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](https://servicenow-prod.fluidtopics.net/NSJi~qsQRu5b1FB3EB_ueQ "You can create a unique checklist for each workplace task template in Workplace Core. You can also quickly create a checklist from an existing checklist template.").
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.{#save-workplace-task-checklist-template__p_qcg_nfg_h1c}
6. Select Save.
{#save-workplace-task-checklist-template__steps_pcg_nfg_h1c}