---
title: Save a workplace task checklist as a template
description: You can save a Workplace Core workplace task checklist as a template for easy reuse. A template saves time by adding checklist items automatically in a record where you use it.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/safe-workplace/save-workplace-task-checklist-template.html
release: australia
product: Safe Workplace
classification: safe-workplace
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Create a workplace task checklist, Managing workplace tasks, Workplace Core, Safe Workplace, Health and Safety, Employee Service Management]
---

# Save a workplace task checklist as a template

You can save a Workplace Core workplace task checklist as a template for easy reuse. A template saves time by adding checklist items automatically in a record where you use it.

## Before you begin

Role required: sn\_wsd\_core.admin or sn\_wsd\_core.workplace\_manager

## About this task

When you add a template checklist to a record, you can add, edit, or remove checklist items in the record without affecting the template.

## Procedure

1.  Navigate to the record that contains a checklist you created.

    To find out how to access the record, see [Create a workplace task checklist](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-core/create-workplace-task-checklist-wsd.md).

2.  In the **Checklist** section, select the down arrow \(\[Omitted image "checklist-icon.png"\] Alt text: checklist icon\) beside the **Checklist** formatter.

3.  Select **Save as Template**.

4.  Enter a name for the checklist template.

5.  From the **User Group** list, select a group to limit who can use the checklist template.

    Only members of the selected group and the user who created the checklist can use the checklist as a template. Leaving this field blank prevents anyone but the template creator from using the checklist template.

6.  Select **Save**.


**Parent Topic:**[Create a workplace task checklist](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/safe-workplace/create-workplace-task-checklist.md)