All Collections
Get started 🐥
Templates and checklists
Templates and checklists

Templates and checklists allow you to manage recurring procedures and monitor their progress in real time.

Chris Rohrbach avatar
Written by Chris Rohrbach
Updated over a week ago

What is a template?

A checklist template is a list of predefined tasks to manage the organization's internal procedures. From the tempate, it is possible to launch checklists each time the procedure has to be performed. To create a checklist template, please refer to the following article: Creating a checklist template.

To access the checklist templates that you are a member or can join, click on the shortcut at the bottom of the main menu on the left side of the screen.

Each card represents a checklist template and provides the following information:

  1. Template name

  2. Settings Button

  3. Model Confidentiality

  4. Number of tasks in the model

  5. Number of checklists launched from the model

  6. Number of tasks you are responsible for in the template

The tasks in a checklist template are numbered to keep the order of the procedure in mind.

What is a checklist?

A checklist is a list of tasks launched from a template representing a typical procedure. A template usually contains several checklists that represent all the times the procedure has been performed. To launch a checklist, please refer to the following article: Launching a checklist.

To access the checklists of a template, click on it. The checklists appear in the form of maps.

A checklist lists the tasks of its model. To the right of each task in the checklist is mentioned the name of the checklist with the name of the model in brackets.

Info: these two features are therefore linked, to launch checklists you must first create a template.

Did this answer your question?