Articles on: Checklists Templates

Move a template to another folder in Template Center

The Template Center organizes checklist templates into folders, and you can move an existing template into a different folder using the right-click menu or by dragging it, so your template library stays organized as it grows.


If you're not a Company Admin, you can only move templates within your own Personal Templates folder. Moving a template in or out of a company-level folder requires the company-level Admin role.


Move a template using the right-click menu


  1. Locate the template you want to move.
  2. Right-click the template.
  3. Select Move to another folder from the dropdown menu.
  4. In the folder picker, select the destination folder and confirm the move.




Move a template by drag-and-drop


  1. Locate the template you want to move.
  2. Click and hold the template.
  3. Drag it onto the destination folder and release to drop it there.


Updated on: 08/23/2026

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