Turn a One-Off Advanced Checklist Into a Reusable Template

A good one-off checklist doesn't have to stay one-off. You can now save an Advanced checklist from a project as a company template. Here's how it works.

"Save Checklist as Template" is a new action in the checklist menu that turns a one-off Advanced Checklist on a Project into a reusable Template. The Checklist stays on the Project, and the new Template shows up in your company's Template Library. Until now, if someone built a good one-off Advanced Checklist on a job, the only way to reuse it was to rebuild it from scratch as a Template. Now, the structure they already built goes straight into the library, so the next crew starts from it instead of a blank page. Sections, fields, conditional logic, and the description carry over, while answers, completions, assignments, and response photos stay on the Project Checklist, so the Template is clean and ready to reuse. If the Checklist has already been saved as a Template, you're told and can create another anyway, and the new one gets a differentiator in its name, like Title (1) or Title (2), so nothing is overwritten and you can tell the versions apart.