Template Checklist in Item Views for Recurring Process

[AlichiaS (Ali Sawitoski)]

Here’s the instructions I used to setup automated checklists:

Automation to add update WITH checklist template

We’ve found a way to do this on our side. The ‘Update’ automation accepts HTML. Step 1: Using Google Chrome, create an update with the checklist that you want used as the template, and post the update. Step 2: Highlight the checklist, right click, and click “inspect”. You should see something like the following screenshot: [image] Step 3: Copy from <ul data-… all the way to </ ul>. Step 4: If you haven’t already, create the status that you want to create the checklist update from. Step 5: …