Written by Michael Luoma
Updated on November 4, 2023
Just follow these steps to copy your checklist template:
1. From the sidebar, click "Transactions" > then click on "Templates" 2. Under my Templates, choose the desired checklist to duplicate 3. Click the icon of 2 yellow papers stacked together on the right of the template you want to copy. (If you hover over the icon it will say 'Duplicate Template') 4. Now you can go through the steps of completing your updates to the duplicated template.
1. First, open your transaction checklist to the "Checklist Summary". This should look like the image below:
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