Welcome > Data module > Checklists > Create a copy of a checklist template

Create a copy of a checklist template

Copy and edit an existing checklist template to create a new template.

  1. On the Data Explorer, click Checklist Templates.

    A list of checklist templates appears.

  2. Click the icon for the Checklist Templates and click Copy.
    • A copy of the selected checklist template opens.
    • The name of the checklist template is prefixed with "Copy of".
  3. Customize the checklist template, as needed. For example, change the name and description, and add or remove the checklist items.
  4. Click Save.
    The created checklist template appears in the list of Checklist Templates in the Explorer.