Add a lead or project checklist from a template

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Checklists in the QC and Safety section.
3. Select Actions > Add From Checklist Template.

   Administrators can add templates in Settings () > Templates & Reports > Checklist Templates.

4. Select the Checklist Template to copy.
5. Optionally, update the Lead or Project number as needed.
6. Optionally, if you're working with a project, select the Prime Contract number.
7. Optionally, update the Checklist Name.

   The default value is the template's name.

8. Select Next.

9. Optionally, select the Responsible Company, Responsible Contact, and Default Due Date that will be used for the checklist items.

   The responsible company is typically your firm.

10. Select Finish.