What is a template?Back to Help
Checklist templates are like the blueprint for a checklist. Set up a template once, and create instances of the template each time you perform those tasks. Simply mark a checklist as a template while creating it, or convert a regular checklist to a template using the "→Template" action.
Once you have a template, instantiate it manually using the "Instantiate" action, or use a webhook to instantiate it programatically.
Tokens make templates more powerful, allowing you to customize each individual instance created from the template.