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

1. Navigate to the record that contains a checklist you created.
   To find out how to access the record, see Create a workplace task checklist.
2. In the Checklist section, select the down arrow () beside the Checklist formatter.
3. Select Save as Template.
4. Enter a name for the checklist template.
5. 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.

6. Select Save.