How do I create a template?

You can create a template in a couple of ways...

If you're on the dashboard you can click the 'Create New Template' button. If you're not on the dashboard, click on the 'Quick Create' button (green button with + icon) from the left toolbar, and then click the 'New Blank Template' option.

You will be redirected to the template designer showing your new template.

From the template designer you can create your tasks and task content. You can also use our workflow and automation features to control the behaviour of any checklists derived from your template.