Save a workplace task checklist as a template
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
Navigate to the record that contains a checklist you created.
To find out how to access the record, see Create a workplace task checklist.
In the Checklist section, select the down arrow (
checklist icon\) beside the **Checklist** formatter.
Select Save as Template.
Enter a name for the checklist template.
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.
Select Save.
Parent Topic:Managing workplace tasks