Configure the name of new checklists started from a trigger

For each trigger in a template you can specify what new checklists should be named.

If you do not specify this in a trigger, the trigger will look at the template if checklist naming has been set and use that formatting. If it's not set on the template the default name formatting for new checklists will be used.

To specify the checklist naming open the trigger page by first open the template page and click Set triggers in the action menu.

Select the trigger in the list you want to configure.

Scroll down to the How section on the trigger page, and click on Name & Description.


This will display a flyout with two input fields, one for new checklist names and one for new checklist descriptions.

You also have a list of available formatting variables you can use in the checklist name and description.

To use variables you type the variable name between { and } in the input fields. This will replace the variable with the associated value, e.g. a date. 

Now all new checklists will use the trigger naming format to name new checklists.