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Checklist templates

Checklist templates

Create reusable checklist templates so you don't rebuild the same task list for every wedding.

If you're managing several weddings, you're often running a similar set of tasks for each one. Checklist templates let you build that task list once and reuse it, instead of recreating it by hand every time you take on a new client.

A checklist template with a reusable set of wedding-planning tasks

Creating a template

Build a template the same way you'd build a checklist — add tasks, suggested timing relative to the wedding date, and assign default ownership where it makes sense. Once saved, it's available to apply to any wedding you manage.

Applying a template

Apply a template to a new wedding to populate its checklist in one step. From there, the checklist behaves like any other — add, remove, or reorder items freely for that specific couple's needs, without affecting the template itself.

Keeping templates up to date

As you refine your process, update your templates so future weddings start from your latest approach. Changes to a template don't retroactively affect checklists you've already created from it — only weddings you apply it to afterward.