Adding sample checklist to card

Question

Hi guys,

Can anyone advise as I am trying to add sample checklist to a new card for each client as part of workflow process.

However, everytime I do that, instead of choosing a sample checklist to add, I got so many checklists from each active client (card), it is killing me to scroll through and pick the correct one to add.

I must be doing it wrong, does anyone knows how to do it right?

Much appreciated

Dan Ivory_4y9mok · Answer

Hi @Xueteng_WANG

You could use a card template to pre-set a checklist for each card you create for each new client? That way the checklist would already be there on the card meaning you wouldn't need to scroll through that list each time.

You'll find more info on card templates here https://blog.trello.com/trello-card-templates

Does that help?

Cheers,
Dan

Jireh · Answer

Could you elaborate on what you mean by "sample checklist"? Do you want to copy and existing checklist from another card, or do you want to create an empty checklist (with no check items)?

Xueteng_WANG · Answer