May 14 2021
12:22 PM
- last edited on
Feb 01 2023
02:10 PM
by
TechCommunityAP
May 14 2021
12:22 PM
- last edited on
Feb 01 2023
02:10 PM
by
TechCommunityAP
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 this page), 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 Look Book, 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. :)
May 15 2021 01:21 AM