Templates and guide pages | User Guide

Templates save time: you start from a structure someone already thought through, then customize.

Two places templates often appear

Inside the app — Template gallery
Open Templates from your profile menu (often links to /templates). There you can browse, search, and sometimes create or edit templates if your role allows it.
- Browsing and using templates in planners is the usual path for most people.
- Creating new templates is a power feature; skip it unless you need reusable checklists for a team.
On the marketing website — Guides
The left sidebar may link Templates to the public guides section on the Checkolo website (opens in a new tab). Those pages combine readable articles with ready-made checklist ideas and buttons to start or create a planner when you are signed in.

Use whichever entry point you found first; both are meant to land you in a real planner.

Choosing a template

Pick the closest match to your situation; you can rename the planner and edit every item.
Read any intro text on the guide page for timing (for example “six-week move plan”) so dates make sense.
When the app asks for a start date, that date anchors scheduled template items.

After you apply a template

Skim all sections once—delete what does not apply, add missing steps.
Set owners or assignees if your team uses them.
Pick a view (list, calendar, kanban) that fits your week.
Work top-down or by date—whatever reduces stress.

Images on landing and guide pages

Internal documentation notes that topic landing pages may use their own hero images while checklist cards can reuse each guide’s image for consistency. You do not need to manage any of that as an end user; it only affects how pages look when you browse.

Accuracy note

Categories, search, and “create template” permissions evolve. If a button is missing, you may be on a plan or role that only uses templates, not authors them—that is normal for many accounts.