Add Template Lists

Getting Started Step 22. Template Lists are similar to Project Lists. Template Folders are helpful for grouping and organizing your projects. Template Folders can contain Template Lists as well as other Template Folders.
09.21.2022

Getting Started

Step 22

Add Template Lists

Template Lists are similar to Project Lists.

Template Folders are helpful for grouping and organizing your projects.

Template Folders can contain Template Lists as well as other Template Folders.

A Template List does not have to belong to a Template Folder. It can stand on its own.

You can have an unlimited number of Template Lists.

A Template List can have an unlimited number of tasks.

The screenshot below provides an example of the Templates View, with Template Folders, Sub-Folders, and Template Lists. A Template List is selected and shows its tasks on the right half of the screen.

Template Directory with Daily Social Media Checklist on iPad in Light Mode

Adding Template Lists is very similar to adding Template Folders.

There are three ways to add Template Lists:

1. Using QuickAdd. This will add the Template List to the very bottom of the Template Directory.

2. Adding a Template List above, below, or within a Template Folder.

3. Adding a Template List above or below another Template List.

Adding a Template List With QuickAdd

The first way to add a Template List is to use QuickAdd. This is the most common way to add Template Lists when you are first getting started.

You can add Template Lists, one right after the other. Then once you’ve added your initial Template Lists, you can rearrange them using drag & drop.

Here are the steps to add a Template List using QuickAdd:

1 – Tap or click the Template View tab on the far left.

2 – Tap or click the QuickAdd (+) button at the top right of the Template Directory.

3 – Select Add Template List from the menu.

4 – Enter the name of your Template List in the QuickAdd box.

5 – tap the Next button on the keyboard, or, if on a Mac, click and press the Return key.

You can continue to add more Template Lists one right after the other by repeating steps 4 and 5 above.

Adding a Template List above, below, or within a Template Folder

Another way to add a Template List is to add a Template List above, below, or within a Template Folder.

This method allows you to have more control over where you want to add the new Template List.

Below are the steps to add a Template List within a Template Folder.

1 – Identify the Template Folder that you want to add the new Template List either above, below, or within.

2 – Tap or click on the Template Folder Menu for that Template Folder.

3 – Select Add Template List.

A sub-menu will appear as shown in the screenshot below.

4- In the sub-menu, choose from Above, Below, or Within. In this example, we will select Within. Choosing Within will make the new Template List you are adding belong to the Template Folder you’ve selected.

5 – Enter the name of the new Template List.

6 – Tap or click on the next key (or the Return key if you are on a Mac).

You can continue to add additional Template Lists by repeating steps 5 and 6 as described above.

When you are done adding Template Lists (above, below, or within), you will tap or click somewhere on the view outside the entry box.

Adding a Template List above or below another Template List

The third way to add a Template List is to add a Template List above or below another Template List.

This method also allows you to have more control over where you want to add the new Template List.

Below are the steps to add a Template List above or below another Template List.

1 – Identify the Template List that you want to add the new Template List either above or below.

2 – Tap or click on the Template List Menu for that Template List.

3 – Select Add Template List.

A sub-menu will appear as shown in the screenshot below.

4- In the sub-menu, choose from Above or Below. In this example, we will select Below. Choosing Below will make the new Template List you are adding appear below the Template List you identified in step 1.

5 – Enter the name of the new Template List.

6 – Tap or click on the next key (or the Return key if you are on a Mac).

You can continue to add additional Template Lists by repeating steps 5 and 6 as described above.

When you are done adding Template Lists (above or below), you will tap or click somewhere on the view outside the entry box.

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