How to Add Checklists to Schedule Templates

Written By Stefan S.

Last updated 3 days ago

  1. Go to Default Settings in the sidebar.
     

  2. Select the Schedule Templates section.

     

  3. Open an existing template or create a new one by clicking on Add Template.

  4. In the template view, click the Add New button in the top right.

  5. Select New Checklist from the dropdown menu.

     

  6. Add your checklist items and click Save.

These checklists will now automatically appear whenever this template is applied to a new project construction schedule.