Copy a Checklist

You can create a checklist by copying an existing checklist.

To copy a checklist

  1. On the Checklist Templates tab, click the ellipsis icon to the right of the checklist you want to copy and select Copy.

    Checklist templates tab options

  2. A confirmation message displays. Click Ok.

    The copied checklist is displayed at the top of the list, with the word 'Copy' in the title.

    Checklist Templates tab with copied checklist

  3. Click the copied checklist. The Checklist Details page opens.

  4. Click the Edit button in the top right to update the copied checklist.

    Edit a copied checklist