Checklist template
It would be great to be able to create a checklist template so that when you create a new task, you can select to create the task with an existing checklist included in the template. Is this possible?
1
Folllowing List for Post: Checklist template
[this list is visible for admins and agents only]
Hi Ngaire,
What you would want to do is when you are creating the task from a Blueprint, select "Copy description" and have the repeated checklist in the Blueprint description. This will ensure that every time you create this task, it will have the description (checklist).
What is Blueprint? I don't see it anywhere on my program. Is it similar to duplicating a task?
Hey Jennifer, happy to see you here 🙂 You can check out the info on Blueprints here. Basically, they are improved templates that you can create for tasks, folders, and projects. They have a dedicated section in the Folder tree. Please note that in order to get started with Blueprints, the account admin should enable the feature from Labs account-wide. Let me know if you have any further questions about BLueprints, I'll be happy to help 🤝
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover