ResultMaps

To create a template or checklist, start by creating a project or action item that will become the model.

Then, use the view changer to switch views and lay out the steps:

For processes, use the process (columns) view.

For checklists, use the organizer (outline) view.

- For processes, use the process (columns) view.
- For checklists, use the organizer (outline) view.

<i>Tip: You can find the view changer inside of any item card, inside a project, or on the project dashboard.</i>

Once all steps are listed out, click the cog in the menu at the bottom of the screen, hover over Organize, and click <b>Save As Template.</b> 

Follow the prompts to complete your template / checklist.

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<a href="https://help.resultmaps.com/en/articles/5195986-apply-a-template-or-checklist-to-anything" rel="nofollow noopener noreferrer" target="_blank">Apply your template to something you've already created</a> 

<a href="https://help.resultmaps.com/en/articles/5195978-create-something-new-from-a-template">Create something new from a template</a>

Use visual templates to codify processes & accelerate

Create reusable templates & checklists

Find answers and get help from Intercom Support and Community Experts

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View changer at bottom of result card and on project dashboard	View changer inside projects at the top right