Save as a template

You can reuse a checklist you have previously created by saving it as a template. 

  1. Open a monday item or subitem.
  2. Open the Smart Checklist view.
  3. Create a checklist you’d like to reuse. Please refer to this formatting guide to learn about the available formatting options. 
  4. Click on the 3-dots menu.
  5. Select the “Save as a template” option.

  6. Type in the name of your template and click “Save”.

  7. You’ll see a “Template has been created successfully” pop-up confirmation. That’s it - you are done 🚀.

📒 Note: Created templates are saved and available globally across all boards. 

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