Checklist Templates are the pre-configured lists of to-do items that can be called on-demand, or used in workflow automation.

What are they?

Checklist Templates are records you create to store lists of items that can be re-used over and over again.

Think of Checklist Templates as your library of pre-defined process lists, that you can expand over time as you try to streamline your business processes.

Navigation

• Go to the Dynamics 365 APP Switcher
• Select the D365 Checklists app

• Select Checklists Templates from the sitemap

Create or Edit

• Navigate to Checklist Templates
• Click the NEW button to add a new Checklist Template
• or open an existing Checklist Template to edit it

•  Set or Edit the main fields:
  • Name = The name of the template
  • Category = This can make your templates easier to sort
  • Description = Use it if you need a reminder of what the template's for

• Save your changes

Set the Checklist Items

• Open to your Checklist Template
• Add Checklist Items as required

• Edit, Resort or   Delete as required
• Lock items that you want to be enforced/mandatory for end-users
  (This means users can tick/cross them, but not edit or delete them)

• When done just Save & Close

Using Templates

• When using any Checklist, click the Use a Template button

• Select the Checklist Template you wish to insert into your Checklist
• Click OK

• The items from the Checklist Template will be added to your current Checklist