1. Open the card details for a task.
2. Click the checklist tab ( ).
3. https://docs.servicenow.com/bundle/london-servicenow-platform/page/use/visual-task-boards/image/IconChecklist.png
4. Add items to the checklist that you want to save as part of the template.
5. Click the more icon ( ). The more icon does not display unless you have added an item to the checklist, or if you have a pre-existing checklist template.
6. https://docs.servicenow.com/bundle/london-servicenow-platform/page/use/visual-task-boards/image/IconMore.png
7. Select Save as Template .
8. In the dialog box, enter a descriptive template name to identify the checklist. When a user creates a checklist from a template, all templates are listed in alphabetical order and there is no way to filter which templates appear. To provide a better user experience, consider implementing a naming system for checklist templates. For example, include the name of the table or another identifier to clarify how the checklist should be used.
9. Click Save .