Skip to content
Docs

List templates

Pro plan

List templates hold a list's fields and starting entries so they can be offered to other workspaces through the Service Hub.

A list template saves a list's fields and starting entries, such as a Site visit checklist or an Equipment register, so they can be offered to other workspaces through a Service Hub service. When a workspace subscribes, it gets its own copy of the list, fields and entries included, which it can then fill in and change as it likes.

Note

Unlike task and project templates, list templates aren't turned into lists in your own workspace. They exist to be offered through a service, which needs the Pro plan.

Create a list template

  1. In Lists, set the view selector next to the title to Templates (or Services).
  2. Select New List Template.
  3. Give it a title, add its fields, and on the Entries tab add any entries every subscriber should start with.
  4. Choose the services it's offered through in Service Hub Services.
  5. Select Save List.

Next, see Create a service.