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.

Free Forever. No credit card.

What Checklists Can Do

See the full power behind ClickUp checklists

Checklist items are “nestable” meaning they can contain “sub-items”

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.