What Checklists Can Do
See the full power behind ClickUp checklists
Checklist items are “nestable” meaning they can contain “sub-items”
Build processes and reuse them with Checklist templates
Create checklists you can use across your team and save them as templates
Free forever.
No credit card.
Real World Application
Ok, I see why this would be valuable, and I know how to create them - but how are they actually used?
Pre-Blog Process
Post-Blog Process
Landing Page creation
New Feature Release
Adding Your Checklist Templates
Checklist templates help you set up your process right away! Record each step and check it off the list.
Create a New Checklist Template
- Create a new checklist
- Click the ellipses icon beside the checklist title
- Click save as template
- Type in a new template
- Press save as template
Overwrite an Old Checklist Template
- Find an old checklist
- Click the ellipses icon beside the checklist title
- Click save as template
- Select a template to overwrite
- Press save as template
Using Your Checklist Templates
When you have a templated checklist and want to add it to your current task
- Click Add from the To Do section of any task
- Click Checklist to reveal your options
- Select template and create your checklist
Other Features That Pair Well
If you like using checklist templates, check out these other features!
Templates
You can also create templates for Tasks, Lists, Spaces, and Projects. If you love Checklist Templates, you’ll love these too!
Assign Comments
Achieve easy accountability within comments by assigning them! Just like you check off a checklist item once you’re done, you can resolve an assigned comment.
Multiple Assignees
Assign a task to multiple people, and then use checklists or checklist templates to maintain accountability within the task.
Checklists In Action
Don’t waste your time recreating checklists you use repeatedly! Checklist templates allow you to quickly insert a saved checklist into a task. It automatically assigns the same people so the process is as streamlined as possible.
