Using Templates

Templates allow you to save a complete checklist structure for future use. You avoid rebuilding the same forms repeatedly for similar clients.

You create a master template once. You then apply that template to any New Onboarding you create to load the exact same questions and requirements.

Saving a Checklist as a Template

1. Open a project that has a completed checklist structure.
2. Click the save as template button in the builder menu.
3. Enter a clear name for the template.
4. Add a brief description explaining its purpose.
5. Click save to store it in your template library.

[IMAGE_PLACEHOLDER: The save template dialog showing input fields for template name and description]

Applying a Template to a Project

1. Navigate to your Templates tab in the dashboard.
2. Review your available templates.
3. Start a New Onboarding creation flow.
4. Open the template dropdown menu in the modal.
5. Select the template to load its checklist immediately into the New Onboarding.

[IMAGE_PLACEHOLDER: The project creation modal highlighting the template selection dropdown menu]