> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/workflow/linking-checklist-templates-to-task-templates.md).

# Linking Checklist Templates to Task Templates

Checklist templates are designed to be reusable and can be attached to task (or job) templates - this means when a task template fires or is used, the associated checklist(s) are created with it, all without needing to string together a complex flow or chain reaction of record triggered automation / the logic is controlled outside.

### How to link to task templates

First, ensure you've created at least one [task template](/workflow/task-templates.md) and one [checklist template](/workflow/checklist-templates.md).

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2F9T1IK393cn4BnhA7VkpD%2FScreenshot%202026-06-29%20at%208.13.55%E2%80%AFam.png?alt=media&#x26;token=03fb2d13-060e-4e58-bff6-2bb48e31fd46" alt=""><figcaption></figcaption></figure>

Locate the task template in question — task templates live under **Home → Settings → Workflow Templates** (they're on the same object as workflow templates: rubica\_\_Job\_Template\_\_c).

Navigate to Checklist Templates and select the available template(s) from the left hand side. Clicking will push to it to the right hand side, click Save to confirm.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FIdxbwn0eEQsv5TjI76rr%2FLink%20Checklists%20to%20Task%20Template.gif?alt=media&#x26;token=81c34642-a95f-4212-bbc4-79a2aa56e2f0" alt=""><figcaption></figcaption></figure>

Now, whenever a task template of this type is created, the linked checklist templates will also fire.

## Advanced (Flow Users)

For users with Flow experience, rubica includes multiple flow actions that allow you to easily create tasks from templates, as well as attached checklists to existing records in one action

### **Apply Checklist Template to Record (Flow Action)**

Use this when wanting to attach a checklist to an existing record, or record you've just created. This might be directly attached to an Opportunity, Account, Lead, Contact etc.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FbVvq6iDnWr7uWaSgcWd9%2FScreenshot%202026-06-29%20at%208.15.05%E2%80%AFam.png?alt=media&#x26;token=2ad4dc61-e2d0-41b3-a61f-94f8c602f925" alt=""><figcaption></figcaption></figure>

All that is required is the ID of the checklist template, you can find and easily copy this from the home screen, and the ID of the record you wish to attach this to. Using opportunity on a record triggered flow as an example, you would set this as **{!$Record.Id}**

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fg2HgbXuCnXxDkTCJ0oN8%2FScreenshot%202026-06-29%20at%208.18.00%E2%80%AFam.png?alt=media&#x26;token=bc25b5ab-f1ec-4f33-8ae8-9f61ba577e27" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FBaEAa7hKJvkOHOOUB4tV%2FScreenshot%202026-06-29%20at%208.19.09%E2%80%AFam.png?alt=media&#x26;token=14a06e14-d8f5-4342-8efd-aa9036edaf2c" alt=""><figcaption></figcaption></figure>

### **Run Task Template (Flow Action)**

Use this when wanting to create a task from a template, this will also pull through any associated checklist templates linked to the task template.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FA3ZPcJNFBTjSzD8t2fzz%2FScreenshot%202026-06-29%20at%208.20.05%E2%80%AFam.png?alt=media&#x26;token=8e2aef60-efb2-4dab-bc12-f0793d271170" alt=""><figcaption></figcaption></figure>

This action has a few more input values, not all are required and depend on the record you are relating it to. Paste in the Job Template ID (this is the task template id, pull this from your browser URL bar - e.g.

*<https://org-name.com/lightning/r/rubica\\_\\_Job\\_Template\\_\\_c/**a2hNz00000BDwZJIA1**/view>*

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FhTzTIVyNgThKYlUrc8IA%2FScreenshot%202026-06-29%20at%208.31.39%E2%80%AFam.png?alt=media&#x26;token=1b29edb5-46fe-48fb-be08-c393abdd7357" alt=""><figcaption></figcaption></figure>