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Create a Template in Microsoft Teams Checklist App by TeamsWork

Foto do escritor: Marc (TeamsWork)
Marc (TeamsWork)
20 de fev. de 2023
1 min de leitura

Atualizado: 8 de out.

Hi All,


Templates are a great way to save time and improve consistency in your Microsoft Teams Checklist. Define them once and reuse them anytime—perfect for Checklists and Schedulers.


To learn more about templates in Checklist as a Service, you can read the highlights below or watch this video for a detailed explanation.



Choose and modify template as your need

Checklist comes with templates (HR Onboarding, accounting end of month closing, etc.). You can choose and/or modify them as you need.


Choose and modify template


Create your own template

Because the tax and accounting is a recurring process, Megan can create her own template.

Create your own template

Hope you enjoy this post about creating a template in Microsoft Teams Checklist App by TeamsWork


Have a nice day!



Still switching tabs to get things done? TeamsWork brings your business apps into Microsoft Teams — Ticketing, CRM, Checklist, and Billing — so support, sales, and tasks all live where your team already works. Microsoft Solutions Partner certified, trusted by 500+ organizations.

 
 
 
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