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e-Checklist Templates
Human-Focus avatar
Written by Human-Focus
Updated over a week ago

Create an e-Checklist Template to add an e-Checklist into multiple e-Folders.

Step 1. Make an e-Checklist a template

Go to e-Checklists > Administration

Click Next to view and edit the e-Checklists within the e-Folder

Click on Create New or Edit

Enable Create as Template. This will enable you to add this e-Checklist to multiple e-Folders.

Click Save to save your settings

Step 2. Assign the template to an e-Folder

Go to e-Checklists > Administration

Click Next to view and edit the e-Checklists within the e-Folder

Click Templates

Select Private and hover over the e-Checklist you would like to select

Click on e-Folders Title(s) to view the e-Folders it is in.

Click on Add Template to add the template to the e-Checklist

This pop-up will appear. Click Yes to add the template to the e-Checklist. Click No to close the pop-up

When the template has been added this pop-up will appear. Click OK to close it.

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