How to Create and Add Checklists

Check Lists allow you to quickly reuse specific Task Items 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 Checklist Templates and add them to work orders.

Once your checklists are set up, you can quickly add them to a work order for future use!


How to create Checklist Templates

  1. Navigate to your Settings
  2. Click on the Checklists Tab
  3. Then, select + Add Checklist​​​​
  4. Add a Checklist Name/Title
  5. Click on the +Add Task button
    • You can add multiple tasks to the checklist!
  6. Select from the following Task types
    • Sub Task Status (Open, On Hold, In Progress, Closed)
    • Text Field (Example: Name)
    • Number Field (Example: 99)
    • Inspection Check (Pass, Flag, Fail)
    • Multiple Choice (Create at least two options to choose from)
    • Meter Reading (Enter a number to update your Meter Reading)
  7. If you’d like to assign a User or Asset to a specific task, click on the three vertical dots on the right side of the task.
  8. Once you’re finished, click Save Checklist

On the web application:


How to create Checklist Templates On Mobile

  1. Click on Settings
  2. Tap Checklists, then click on Add
  3. Type in the Checklist Name/Title, then tap Next
  4. Tap the + button on the lower right of your screen.
    • You can add multiple tasks to this checklist
  5. Select from the following Task types
    • Task (Open, On Hold, In Progress, Closed)
    • Text Input Form (Example: Name)
    • Number Input Form (Example: 99)
    • Checklist Input Form(Pass, Flag, Fail)
    • Multiple Choice Input Form (Create at least two options to choose from)
    • Meter Reading (Enter a number to update your Meter Reading)
  6. Add the Task or Question to the task
  7. Then assign a Worker or Asset to the task
  8. Tap Add to add the task to the checklist
  9. Once you’re finished adding all the tasks to this checklist, tap on Save!


How to Duplicate a Checklist template

If you are making several checklists that are similar, you can utilize the duplication function to create a new checklist!

  1. Start in your Checklists Tab
  2. Hover over the checklist you wish to duplicate and click on the Duplicate Option
  3. You will see a new checklist with the name Clone:OriginalChecklistName
  4. Click on Edit
  5. Update the Checklist Name/Title and add in any new items as desired​​


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

  1. Start by Creating a Work Order
  2. In the work order, navigate to Tasks and click on the + button
  3. To add individual items select +Task
  4. But to add your Checklist, select +Checklist, and any additional tasks as needed
  5. Then Click on Add Tasks
  6. Finish creating your work order as usual and submit

Your work order will now have the checklist tasks included!

​On Web:

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[tip] Want to automatically add your Checklist to your Work orders? Utilize our Automated Work Flows! [/tip]