What Are Checklist Templates?
Checklist Templates are reusable task lists that you can create once and apply to deals. They help you standardize workflows, track common tasks, and ensure nothing gets missed.
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How to Create a Checklist Template
1. Click on Settings in the main menu .
2. Select Checklist Templates from the Settings menu
3. Click the Create Template button
4. Enter a Template Name (required)
5. Add a Description (optional) to explain when to use this template
6. Add your checklist items:
- Type an item in the input field
- To add click Add Item
- Repeat for all tasks you want to include
7. To add sub-items (nested tasks):
- Click the "+" button next to any item
- Add your sub-items
8. To reorder items:
- Click and drag the (≡) handle next to any item
- Drop it in the desired position
9. Click Create to save your template
Your template will now appear in the templates list and be available when creating checklists on deals.
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How to Edit a Checklist Template
1. Go to Checklist Templates page
2. Click on any template row or click the 3-dot menu (⋮) → Edit
3. Make your changes:
- Update the name or description
- Add, remove, or reorder items
- Add or remove sub-items
- Drag items to reorganize
4. Click Save to update the template
Changes will not affect checklists already added to deals - only new checklists created from this template will use the updated version.
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How to Share Templates to Affiliated Workspaces
If you manage multiple workspaces, you can share templates across all of them:
1. Go to Checklist Templates page
2. Click the 3-dot menu (⋮) next to the template you want to share
3. Select Share
4. A modal will show how many affiliated workspaces will receive the template
5. Click Confirm to share
6. A globe icon (🌐) will appear next to shared templates
All your affiliated workspaces can now use this template. To unshare, repeat the process and click Unshare.
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How to Clone a Template to Another Workspace
To copy a template to a different workspace:
1. Go to Checklist Templates page
2. Click the 3-dot menu (⋮) next to the template
3. Select Clone
4. Choose the target workspace from the dropdown
5. Click Clone
The template will be copied with "(Copy)" added to its name. The target workspace must have a premium subscription to access the Checklist feature.
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How to Delete a Checklist Template
1. Go to Checklist Templates page
2. Click the 3-dot menu (⋮) next to the template
3. Select Delete
4. Confirm the deletion in the modal
Note: Deleting a template does not affect checklists already created from it on deals.
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🚀 Upgrade to Premium
Get access to Checklist Templates and other powerful features:
- ✅ Unlimited checklist templates
- ✅ Nested items and sub-tasks
- ✅ Share templates across workspaces
- ✅ Email reminders for due dates
- ✅ Link checklist items to documents
- ✅ Auto-complete items when documents are signed