Save a workplace task checklist as a template

task brazil Updated Sep 10, 2026 1 min read save-workplace-task-checklist-template-wsd.md

You can save a Workplace Core workplace task checklist as a template for easy reuse. A template saves time by adding checklist items automatically in a record where you use it.

Before you begin

Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

About this task

When you add a template checklist to a record, you can add, edit, or remove checklist items in the record without affecting the template.

Procedure

Navigate to the record that contains a checklist you created.

To find out how to access the record, see Create a workplace task checklist.
In the Checklist section, select the down arrow ([Omitted image "checklist-icon.png"] Alt text: checklist icon) beside the Checklist formatter.
Select Save as Template.
Enter a name for the checklist template.
From the User Group list, select a group to limit who can use the checklist template.

Only members of the selected group and the user who created the checklist can use the checklist as a template. Leaving this field blank prevents anyone but the template creator from using the checklist template.
Select Save.

Parent Topic:Managing workplace tasks

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---
title: Save a workplace task checklist as a template
description: You can save a Workplace Core workplace task checklist as a template for easy reuse. A template saves time by adding checklist items automatically in a record where you use it.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/workplace-core/save-workplace-task-checklist-template-wsd.html
release: brazil
product: Workplace Core
classification: workplace-core
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Managing workplace tasks, Manage, Workplace Core, Workplace Service Delivery, Employee Service Management]
---

# Save a workplace task checklist as a template

You can save a Workplace Core workplace task checklist as a template for easy reuse. A template saves time by adding checklist items automatically in a record where you use it.

## Before you begin

Role required: sn\_wsd\_core.admin or sn\_wsd\_core.workplace\_manager

## About this task

When you add a template checklist to a record, you can add, edit, or remove checklist items in the record without affecting the template.

## Procedure

1. Navigate to the record that contains a checklist you created.

To find out how to access the record, see [Create a workplace task checklist](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/workplace-core/create-workplace-task-checklist-wsd.md).

2. In the **Checklist** section, select the down arrow \(\[Omitted image "checklist-icon.png"\] Alt text: checklist icon\) beside the **Checklist** formatter.

3. Select **Save as Template**.

4. Enter a name for the checklist template.

5. From the **User Group** list, select a group to limit who can use the checklist template.

Only members of the selected group and the user who created the checklist can use the checklist as a template. Leaving this field blank prevents anyone but the template creator from using the checklist template.

6. Select **Save**.

**Parent Topic:**[Managing workplace tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/workplace-core/managing-workplace-maintenance-tasks.md)