Import from the Checklist Library

Read Before:

• Managing pages in a checklist →
• Adding / Editing Questions in a checklist →
• Using the AI Question Optimizer in the Checklist Editor →

The checklist library is ideal for teams looking for industry-standard formats or starting points for audits.

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Where to Find It

1. Go to the Checklist section from the left-hand menu
2. Select “Choose from Templates”

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Browse the Library

Once inside the library view:

• Use the search bar to look for templates by keyword (e.g. “food safety”, “equipment check”)
• Use filters to narrow down by:
  • Industry or category
  • Standard

Each template card shows:

• Checklist title
• A short description
• Tags for category and purpose
• Questions

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Importing a Template

To use a checklist:

1. Click Use This Template on the template
2. The checklist opens in the editor, where you can:
   • Modify item text or structure
   • Change section names
   • Add or remove questions
   • Assign response types
   • Set access and report rules

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Best Practices

• Use templates as starting points, then customize for your own process

• Rename checklists clearly before publishing
• Review all imported items to align with internal standards or regulations

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Next Article: Manage Who Can Conduct Audits →