This feature is currently only available to users who are part of the beta program.
To join the beta, please contact support.
In this article, you will learn how to duplicate checklist templates.
Checklists is a Feature Center add-on that allows you to create customizable checklist templates to standardize your workflow and make sure nothing gets missed. Each template can include a variety of field types to capture exactly what you need, such as checkboxes, single/multi-select, pass/flag/fail, file uploads, and more.
If you have an existing template you’d like to reuse, you can quickly duplicate it and make any necessary adjustments—saving time and keeping your workflows consistent.
How to duplicate a checklist template
- From the sidebar menu, select Checklists
- Next to the template you want to duplicate, select the duplicate icon
- Enter a name for your new template and select Duplicate
Your new template will be saved and ready to add to jobs.