---
sourceDocument: Xanadu ServiceNow AI Platform user interface
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/platform-user-interface

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu ServiceNow AI Platform user interface

ft:clusterId :

    - platux

bundleId :

    - platux

workflow :

    - Platform


---

# Create a checklist template for Visual Task Board tasks

# Create a checklist template for Visual Task Board tasks {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

A template saves time by creating checklist items automatically. You can add, edit,
or remove checklist items without impacting the template.

## Before you begin

[Activate Visual Task Boards](https://www.servicenow.com/docs/1fqRrqZOpHeTDeuI5QvzFw "Visual Task Boards are active by default on new instances. For upgraded instances, you can activate the Visual Task Boards plugin [com.glide.ui.vtb] if you have the admin role.").

Role required: none

## About this task

There are two ways that you can create a checklist template:

* In the Visual Task Board interface,
* or in the ServiceNow AI Platform.
{#create-checklist-template__ul_ylc_4vh_j1c}

## Procedure

Adding a checklist template in Visual Task Board

1. In Visual Task Board, open the card details for a task.  
   Note:  
   You cannot give a checklist template a name when you create a checklist template in the Visual Task Board interface. To give a checklist a name, you must configure the checklist template in the ServiceNow AI Platform.
2. Click the checklist tab (![Checklist tab]()).
3. Add items to the checklist that you want to save as part of the template.
4. Click the more icon (![More icon]()).  
   The more icon does not display unless you have added an item to the checklist, or if you have a pre-existing checklist template.
5. Select Save as Template.
6. In the dialog box, enter a descriptive template name to identify the checklist.  
   When a user creates a checklist from a template, all templates are listed in alphabetical order and there is no way to filter which templates appear. To provide a better user experience, consider implementing a naming system for checklist templates. For example, include the name of the table or another identifier to clarify how the checklist should be used.
7. Click Save.

Adding a checklist in the ServiceNow AI Platform

8. Navigate to All, and search for `checklist_template.list`.
9. Select New to create a new checklist template.
10. Configure the fields for your new checklist template.

    | Option | Description |
    | Group | You can use this field to limit the group of users that are allowed to use this checklist template. |
    | Template | Your template in JSON. Example: `{"owner":"2816f79cc0a8916401c5a33be04be443","name":"Checklist of items","items":[{"name":"Call the vendor","order":0},{"name":"Follow up email to customer","order":1},{"name":"Slack the supervisor","order":2}]} ` The attributes of a checklist template are: Owner :   The sys_ID of the user who owns or creates the checklist template. Name :   The name of the checklist template. Items :   The checklist items. Name :   The name of a checklist item. Order :   The order in which a checklist item appears in the checklist. |
    | Name | The name of the checklist template. |
    | User | The role required to use the checklist template. |
    |-|-|

    {#create-checklist-template__choicetable_dtf_dxh_j1c}
11. Select Submit.

## Result

Your checklist template is created.

## What to do next

Create a checklist from a checklist template by selecting the template from the more
icon.