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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Save a checklist as a template

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.

Parent Topic:Use a project task checklist

Related topics

Project task checklists

Use a project task checklist