Overview
Copying a Checklist reuses an existing configuration as the starting point for a new one. You can rename it, send it to another organization, and remap its team assignments and triggers — without touching the original.
Users must be Super Users or have the following Role to copy a Checklist:
Checklists: Modify or Create
Why this matters: Rebuilding a similar Checklist from scratch is slow and error-prone. Copying keeps your structure, scoring, and logic intact, so a new variant — or the same Checklist in another organization — is a few edits rather than a full rebuild.
Copying a checklist
1. Select the checklist to copy
Go to the Checklists page.
Locate the Checklist and select it.
Click the Copy icon in the toolbar.
2. Choose the destination organization
In the Copy Checklist modal, select the target organization from the dropdown.
3. Rename the checklist
Update the name under the Namings tab, removing the Copy of prefix if you don't want it.
Best practice: Use a consistent naming convention so original and copied Checklists are easy to tell apart.
4. Map assignments and triggers
Switch to the Mappings tab and remap team assignments and triggers as needed. The modal highlights mappings so every trigger and responsibility is reassigned.
Note: Map team assignments and triggers carefully — unmapped ones can disrupt the copied Checklist's workflow.
5. Review and confirm
When everything looks right, click Copy to create the duplicate.
Frequently asked questions
Q: Can I copy a Checklist to multiple organizations at once?
A: No — one organization at a time. Repeat the process for each additional organization.
Q: What happens to triggers and team assignments during the copy?
A: They're remapped according to your selections on the Mappings tab.
Q: Will copying affect the original Checklist?
A: No. The copy is independent — changes to it don't affect the original.