Help Center Article

How to set up a Checklist Templates Team

When creating an event, approving an event request or using the Checklist tab in an Event, you can import a Checklist Template to automatically add tasks to your events.

Circa offers Community Templates, but you can also use a Previous Event as a Template.

To organize your Templates and make them easy to find and import, we recommend creating a Templates Team and putting the Event name in brackets.