You can create Checklist templates with a bunch of checklist items and readily use them in projects and service calls without having to create checklists every time.
To create a checklist template:
1/ Go to "Settings > Custom > Checklist Templates."
2/ Click "New checklist template" in the top-right corner.
3/ In the modal, do the following:
a/ Enter a name for the template.
b/ Select the area where the template is applicable: Events, Project Tasks, Service, and To-Dos.
c/ Select "Shared" if you want the template to be made available to all Cloud users.
d/ Set the "Set as default" to ON if you want this template to be applied by default in the specific area.
The following screenshot shows that this template is the default template for service calls.
e/ Enter text in the first Checklist item and click "Create." You will see a new text box to add another item.
4/ When you have added all items, click "Save."
The templates you create will be listed under 4 different headers. The default template for each area will show a "Default" label. You can click the 3-dot menu of the template to edit it or delete it.