Use this when you need reusable room or location templates with checklists.
Before You Start
You need admin access.
Know:
- Template name.
- Default notes, if any.
- Checklist names and checklist items.
Steps
- Go to Settings.
- Open Presets.
- Choose Templates.
- Add or edit a space template.
- Add checklists and checklist items.
- Save the template.
How Templates Are Used
When someone creates a space from a template, Ledger copies the template notes and checklists into the new space. Checklist items start unchecked.
Common Issues
- Editing a template does not necessarily update spaces that were already created from it.
- Archive old templates instead of deleting them when you want to preserve history.