# Use Job Checklists > Tick off each step of a job as the work gets done, and reuse saved lists from templates. Source: https://jobwisepro.com/help/jobs/use-job-checklists Category: Jobs Updated: 2026-10-22 A job checklist is a list of steps on one [job](/help/jobs/introduction-to-jobs) that your team ticks off as the work gets done. A template is a reusable list you can apply to a job. ## Create a template Templates are built on the Checklist Templates page. Creating one requires full checklist access. 1. Open [**Checklist Templates**](/go/settings/checklist-templates). 2. Select **New template**. 3. Enter a **Name** of up to 120 characters. 4. Type each item under **Checklist items**. Press Enter to start the next row, or select **Add checklist item** to add a row at the end. Each item holds up to 500 characters. 5. Select **Save template**. It stays off until the name and at least one item are filled in. The template appears in the list, sorted by name. Blank rows are dropped on save. ## Add an item to a job Anyone with full checklist access can add items to a job. 1. Open the job from the [jobs list](/go/jobs). 2. Type the item in the field at the bottom of the **Checklist** card. 3. Press Enter, or select the arrow button that appears once you type. The item goes to the bottom of the list, unticked, and the count in the card header rises by one. > **Note:** On a closed job, the add field and the **Templates** menu are hidden. ## Apply a template to a job Anyone with full checklist access can apply a template. 1. Open the job and find the **Checklist** card. 2. Open the **Templates** menu in the card header. 3. Select **Apply a template**. 4. In the **Apply a Template** dialog, pick a template and whether to add its items after the existing ones or replace the current list. > **Warning:** Replace removes every current item, including ticked ones. The dialog closes once the items are added. Applied items are copies, unticked. Replace is offered only once the job has items. A recurring job schedule has its own checklist. Each job it creates copies those items at creation, unticked. ## Save a job's checklist as a template Anyone with full checklist access can save a template. 1. Open the job and find the **Checklist** card. 2. Open the **Templates** menu and select **Save as template**. It is disabled when the checklist has no items. 3. In the **Save as Template** dialog, choose to create a new template and enter its name, or choose an existing template to overwrite. 4. Use the save button. It stays off until a name or a chosen template is set. A new template appears on the Checklist Templates page. An overwrite replaces that template's items and keeps its name. ## Tick off items Anyone with checklist edit access can tick items. If your access covers only assigned jobs, you can tick items only on jobs assigned to you. 1. Open the job and find the **Checklist** card. 2. Select the checkbox beside an item. 3. To untick an item, select its checkbox again. A ticked item shows the name of the person who ticked it. The checkbox is disabled when you lack access. ## Edit an item on a job Anyone with full checklist access can change an item's text. > **Note:** Ticked items can't be edited, but you can still remove them. 1. Find the item in the **Checklist** card. If it is ticked, untick it first. 2. Select the pencil icon on the item. 3. Change the text. Press Enter, or leave the field, to save. 4. Press Escape to cancel the edit. Blank text is not saved, so the item keeps its previous text. ## Remove an item from a job Anyone with full checklist access can remove items, including ticked ones. 1. Find the item in the **Checklist** card. 2. Select the trash icon on the item. 3. Select **Remove** in the confirmation. The item leaves the list along with its tick. ## Change a template Only users with full checklist access can change a template. 1. Open [**Checklist Templates**](/go/settings/checklist-templates) and select the template's card. 2. Change the **Name** or the items. 3. To reorder items, drag an item's grip handle, or focus a grip handle and press the up or down arrow key. Grip handles appear once a template has more than one item. 4. Select **Save template**. Changes and the new order apply only when you save. Jobs keep their copies when a template changes. ## Delete a template Only users with full checklist access can delete a template. 1. Open [**Checklist Templates**](/go/settings/checklist-templates). 2. Select **Delete** on the template's card. 3. Select **Delete template** in the confirmation. The template leaves the list. > **Note:** Jobs keep their copies after the template is deleted. ## Who can do what - Open the Checklist Templates page: view access. - Create, edit, or delete templates: full checklist access. - Add, edit, or remove job items, apply templates, and save a job's checklist as a template: full checklist access. - Tick items: edit access. Assigned-only access ticks items on assigned jobs only. - Without full checklist access, the card hides the **Templates** menu, the add field, and the pencil and trash icons. ## Limits - Template name: up to 120 characters. - Template items: up to 200 per template, each up to 500 characters. - Job checklist items: up to 500 characters each.