D365 Checklists · Admin
Using Checklist Templates
Being updated. This article was recovered from the old Help Center. Its steps and screenshots show the older Dynamics 365 interface.
Checklist Templates are the pre-configured lists of to-do items that can be called on-demand, or used in workflow automation.
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What are they?
Section titled “What are they?”Checklist Templates are records you create to store lists of items that can be re-used over and over again.
Think of Checklist Templates as your library of pre-defined process lists, that you can expand over time as you try to streamline your business processes.
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Navigation
Section titled “Navigation”- Go to the Dynamics 365 APP Switcher
- Select the D365 Checklists app
- Select Checklists Templates from the sitemap
Create or Edit
Section titled “Create or Edit”- Navigate to Checklist Templates
- Click the
NEW button to add a new Checklist Template - or open an existing Checklist Template to edit it
- Set or Edit the main fields:
- Name = The name of the template
- Category = This can make your templates easier to sort
- Description = Use it if you need a reminder of what the template’s for
- Save your changes
Set the Checklist Items
Section titled “Set the Checklist Items”- Open to your Checklist Template
- Add Checklist Items as required
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- Edit, Resort or Delete as required
- Lock items that you want to be enforced/mandatory for end-users (This means users can tick/cross them, but not edit or delete them)
- When done just Save & Close
Using Templates
Section titled “Using Templates”- When using any Checklist, click the Use a Template button
- Select the Checklist Template you wish to insert into your Checklist
- Click OK
- The items from the Checklist Template will be added to your current Checklist
