create_template
Build reusable document checklist templates with predefined items and categories to standardize client document requests and repeated intake workflows.
Instructions
Create a new reusable document checklist template with predefined items and categories.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Template title (e.g. "Q1 Bookkeeping Review") | |
| items | Yes | The list of checklist items | |
| isShared | No | Whether this template is visible to the entire workspace team (default: true) | |
| description | No | Description of when to use this checklist |