How to use templates and checklists

3 Ways to go faster using templates

Scott Levy avatar
Written by Scott Levy
Updated over a week ago

Once you've created a template or checklist, you can apply it to anything in ResultMaps.

Here are 3 fast ways to apply a template to something you've already created.

#1 Use the cog from the "card" view

Click the item's title, or use a menu link to expand.

Mouse over the cog at the top right.

Mouse over More and click the link.

#2 Use the cog from a detail view

You can do the same thing from any detail view using the cog at the bottom center of the screen.

Now, follow the prompts.

#3 Add when creating a new project or process

Go to the project page, and use the + icon in the center of the page to create a new page.

When prompted, select the template you want to apply.


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