Skip to main content

​
What a template contains

A template consists of:

​
Template items

Each item in a template represents a task that will be created when the template is instantiated. Items have:

​
Creating a template

  1. Navigate to Tasks > Templates in the sidebar and click New Template.
  2. Fill in the template details:
    • Name (required) — A descriptive name.
    • Description — Optional context about when to use this template.
    • Category — Optionally assign to a category.
  3. Add template items:
    • Click Add Item.
    • Enter the Title for the item.
    • Optionally add a Description with detailed instructions.
    • Set the Sort Order to control display position. Items are sorted by this value in ascending order.
    • Set the Due Days Offset — the number of days after the checklist start date when this item should be due.
    • Repeat for each item in the template.
  4. Click Save.

​
Example templates

​
New hire onboarding

​
Quarterly compliance review

​
Editing a template

  1. Navigate to Tasks > Templates.
  2. Click the template you want to edit.
  3. Click Edit.
  4. Modify the template name, description, category, or items.
  5. When editing items:
    • Change titles, descriptions, sort orders, or due-day offsets.
    • Add new items or remove existing ones.
    • Reorder items by changing their sort order values.
  6. Click Save.
Important: Editing a template does not affect checklists that have already been created from it. Changes only apply to new checklists instantiated after the edit.

​
Deleting a template

  1. Navigate to Tasks > Templates.
  2. Click the template you want to delete.
  3. Click Delete.
  4. Confirm the deletion.
Deleting a template is a soft delete — it is archived rather than permanently removed. Existing checklists created from the template are not affected.

​
Using templates

Templates are used by instantiating them into checklists. See Checklists for the full guide on how to create a checklist from a template, assign it to an employee, set a start date, and track progress.

​
Best practices

  • One template per process — Create a separate template for each repeatable process (onboarding, offboarding, quarterly review, license renewal) rather than combining multiple processes into one.
  • Use due-day offsets intentionally — Set offsets that reflect realistic timelines. A compliance review might need 14 days spread across multiple items, while equipment setup might need just 1-2 days.
  • Add descriptions to complex items — Brief titles are good for scanning, but detailed descriptions in each item help the assignee understand exactly what is expected.
  • Assign a category — This carries over to the instantiated tasks, making filtering and reporting easier.
  • Review templates periodically — As processes evolve, update your templates to reflect current procedures.