Cloning a Checklist allows you to duplicate an existing Checklist on your account.
Use the Clone feature for...
- Two processes that are similar, but have different use cases.
- Moving Tasks and files over to another Checklist without manually copying and pasting.
- Templatize! Get started on a new Checklist without having to redo all of the work you (or someone on your team) has already done.
Note: If you want to use the pre-made Checklist templates as a starting point, follow the steps in this article: Create a Checklist from Template
To Clone a Checklist you've created, follow the steps below:
Step 1: Navigate to Checklists on the left-side navigation menu.
Step 2: Find the Checklist that you want to Clone. This can be one that you created or one that someone else has made available to you.
Step 3: Click the menu at the bottom-right of the Checklist and scroll down to "Clone."
Step 4: Make any edits to ensure the process is exactly how your team should be executing it.
Step 5: Publish the Checklist to your team.
Repeat this process for your new Checklist or any other as many times as you need!