Creating a Checklist Template for items

[jenoooo (Jen)]

Hi - I have a checklist that I create for items on an ad hoc basis when I need to complete a certain task. At the moment I am creating a new item, then going through my completed items to find the checklist to copy/paste into the Item Updates section.

I am wondering if there is a better way to do this e.g. creating a template that I can use for these particular items?

Its not regular enough to create an automation… These particular tasks are very ad hoc and random.

[BiancaT (Bianca Taylor)]

Hey @jenoooo!

I understand that you aren’t need this template on a regular basis however I am interested if you could utilise a status column to indicate when you need this template created, and as such, trigger an automation to create the template based on the status that is set?

Could something like this work for you?