How to Create a Checklist Template in ClickUp
To create a new checklist template:
- Open a task and create checklist items under the '+ Create Checklist' section.
- Add new checklist items.
- Hover over 'Checklists' and click the ellipsis icon to open a dropdown menu.
- Click 'Save as Template'.
- Type the name of your new template.
- Select who to share the template with.
- Click 'Save Template'.
- When creating a checklist, you'll be able to see and search for checklist templates from all spaces, as long as you have access to the Space where the checklist was saved.