> ## Documentation Index
> Fetch the complete documentation index at: https://help.gorelo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up recurring tasks

> Checklists allow you to set up an actionable list of steps once to reuse them across projects.

Project tasks in Gorelo can contain checklists, useful to break down complex, multi-step engagements into granular, manageable actions. Once you create a checklist, you have the option to save it as a template to reuse it in another task or project. To do so, follow these steps:

## Requirements

* [A Gorelo subscription](https://www.gorelo.io/pricing/)
* [An existing project](/create-a-project) with a task in it

Select a recurring task you need to complete, like:

* A client onboarding
* A hardware configuration
* An organization setup
* A new user enrollment

## Create the checklist template

<Steps>
  <Step title="Open the task">
    From the project's dashboard (**TABLE** or\*\* BOARD table\*\*), click the task's name to open the details.
  </Step>

  <Step title="Click the + icon">
    From the tabs menu, expand the additional options by clicking\*\* \*\*the **+** icon.
  </Step>

  <Step title="Select the Checklist option" />

  <Step title="Create a new checklist">
    Fille in the following fields:

    * **Name:** The name of this checklist.
    * **Template:** Leave it blank. 

    Click **Save**.
  </Step>

  <Step title="Add items ">
    Start adding items the Add a first item with the following fields:

    * **Item:** What to do. Can be text, URLs, and cotain emojis. 
    * **Assignee** (optional): Who has to do the action.
    * **Due date** (optional): The deadline for the action. Leave it empty to reuse the checklist later.

    Press enter or click the **✓** icon to save it, and add another item.
  </Step>

  <Step title="Save as template">
    Once you complete the items list, click the <Icon icon="save" /> icon to save this checklist. Fill in the following fields:

    * **Name**: The name of the template
    * **Visibility**: Who can access the checklist. Select between:
      * **Public**: The client can access it from the project.
      * **Private:** Only you and your team can access it.
  </Step>
</Steps>

Once you save the checklist, the **Cheklist** menu displays it in your checklist templates list when you create another task. You can add this template to the task in one click instead of inputting the items manually.

## Save the project as a template

You can save the entire project as a template in a similar way. Reusing project templates in Gorelo allows you to standardize workflows for complex, multi-step engagements and ensure consistent service delivery across different clients. To do so:

* Navigate to your project's dashboard.
* Click the three dots menu.
* Select **Save as a template**.

Next time you create a project, you can select this template to have an entire multi-step process ready to be tracked and completed.