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How to Create and Add Form Templates

Form Templates (Check Lists) allow you to reuse specific Form Items for easy use in work orders. Most commonly, these are used for inspections where you have a list of subtasks or checklist items that you’d like to include as part of a work order. This article explains how your team can Create Task Form/Checklist Templates and add them to work orders:


How to create Task Form/Checklist Templates On Web

  1. Click Settings
  2. Select the Form Templates Tab
  3. Select + Add Form Template​​​​​
  4. Enter Form Template Name
  5. Select the “+Add Form Item” button
  6. Enter Task or Form Question
  7. Select from the following Task Form/Checklist types
    1. Sub Task Status (Open, On Hold, In Progress, Closed)
    2. Text Field (Example: Name)
    3. Number Field (Example: 99)
    4. Inspection Check (Pass, Flag, Fail)
    5. Multiple Choice (Create at least two options to choose from)
    6. Meter Reading (Have the number entered update your Meter Reading)
  8. Select Asset and/or User Assigned
  9. Select the “+ Add Form Item” button to add additional form items.
  10. Select Save Form Template

How to create Task Form/Checklist Templates On Mobile

  1. Click Settings”
  2. Select Form Templates, then click the Plus Sign”
  3. Enter Form Template Name
  4. Select the Plus Sign”
  5. Select from the follow Task Form/Checklist types
    1. Task (Open, On Hold, In Progress, Closed)
    2. Text Input Form (Example: Name)
    3. Number Input Form (Example: 99)
    4. Checklist Input Form(Pass, Flag, Fail)
    5. Multiple Choice Input Form (Create at least two options to choose from)
    6. Meter Reading (Have the number entered update your Meter Reading)
  6. Enter Task or Form Question
  7. Select the “Done”
  8. Select Save


How to add Task Form/Checklist Templates to a work order

  1. Start by Creating a Work Order
  2. On the “Work Orders” navigate to Add Form Template
  3. On the “Add Form Fields” click desired Form Template

​On Web:

On Mobile:

On our Business Plus Plan you can use Automated Work Flows to create Work Orders based on your Form results. Learn More here.