Create and Manage Checklist Templates

How to Create and Manage Checklist Templates

Checklist Templates allow you to create reusable task lists that can be shared across your practice or kept private

Accessing Checklist Templates

1. From the left navigation menu, click Settings
2. Select Checklist Templates

You will see a list of all existing templates, including:

• Template Name
• # of Tasks
• Created By
• Share Settings (Public or Private)
• Actions (Edit or Delete)

Creating a New Checklist Template

1. Click + New Template in the top right corner
2. The Add Checklist Template window will open

Step 1: Enter Template Name

• In the Template Name field (required), enter a clear and descriptive name

Step 2: Choose Share Settings

Under Share Settings, select:

• Public – The checklist will be shared with the rest of the practice
• Private – The checklist will only be visible to you
• Note: Public templates can be used by other team members

Step 3: Add Tasks

• Click + Add a task
• Enter the task name
• Repeat to add additional tasks as needed
• Use the delete icon to remove a task
• Use the drag handle (if available) to reorder tasks

If no tasks are added, you will see a message:“No tasks have been added. Add a task now”

Step 4: Save

• Click Save in the top right corner to create the template

Editing a Checklist Template

1. Navigate to Settings > Checklist Templates
2. Find the template you want to modify
3. Click Edit
4. Make changes to:
   • Template name
   • Share settings
   • Tasks
5. Click Save

Deleting a Checklist Template

1. Go to Settings > Checklist Templates
2. Click Delete next to the template
3. Confirm the deletion (when prompted)