Note: Only Super Admins/Admins can do this.
To create checklist template on Charlie:
- Select 'Checklists' in the side navigation.
- Select 'Templates' tab.
- Select 'Create a new template'.
- Create a title and add an assignee if you want someone to own the checklist.
- Select 'Save template'.
- Add tasks to the saved template. Assign owners to the task if you want them to usually handle this task.
- Keep filling up your checklist until you're happy everything is covered.
- Then apply the checklist to team members from the bottom of the page.
And you're done!