LLefryx

Documentation Templates

Create a template

From an existing checklist

The quickest way to capture a process you already follow:

  1. Open the checklist's ••• menu and select Save as template.
  2. Enter a name and select Save.

From scratch

  1. Open Add/Manage Templates and select Define a new template.
  2. Enter a name and select Create.
  3. Select the new template's name and add items, just as you would in a checklist.