Forum Discussion
Create New List Based on Existing List - Including Tasks
Good afternoon! I'm looking for steps to create a list template that will include all of the tasks, so that we can create a template for recurring checklists (such as an onboarding checklist). I thought I would be able to use the "From existing list" option when creating a new list (section To create a list based on an existing list on https://support.microsoft.com/en-us/office/get-started-with-lists-in-teams-c971e46b-b36c-491b-9c35-efeddd0297db), but that simply creates a blank list that includes all of the settings and columns of the previous list, not the tasks themselves. Is there a way to create a template that would copy the list settings, columns, AND tasks? I'd like to be able to use the Onboarding Checklist template like they show in the https://resources.techcommunity.microsoft.com/wp-content/uploads/2020/07/Microsoft-Lists_Look-Book.pdf, but why not be able to copy all of the tasks so that it's a pre-built checklist that can be assigned to each new hire... am I missing something? Please point me in the right direction. 🙂
1 Reply
- To copy the list items you could us potentially us an MS flow or PNP shell:
https://sureshunakka87.wordpress.com/2018/07/19/copy-sharepoint-list-items-between-two-lists-using-ms-flow/
https://lazyadmin.nl/it/copy-sharepoint-list-items-to-another-list-with-powershell-and-pnp/