Launching: July 15, 2025
Available On: Premium, Professional, Enterprise
With the help of AI you can quickly generate checklists using asset details, uploaded files, and custom prompts. This feature streamlines checklist creation while keeping all original options available.
Steps to Create a New Checklist
Click “Add Checklist”
From your Checklists list view, click “Add Checklist.”
Choose how you want to build it
You’ll see four options:Start from Blank
Use Template from the Template Library
Upload via CSV
Use the Smart Checklist Builder
How Smart Import Works
Enter your prompt or use voice input
Type or speak what you want the checklist to include (e.g., “Preventative Maintenance for Freezer”).
Select an asset (optional)
Upload files (optional)
Supported file types:PDF
PNG / JPG
CSV
Excel
You can say things like:
“Follow this PDF step-by-step.”
“Use this file as a general reference.”
Click “Generate”
Smart Import will build your checklist based on all the info provided.
✏️ Customize Your Checklist
After the checklist is generated, you can:
Edit the title, description, and tags
Add or delete tasks
Change task types (e.g., checklist item, signature, etc.)
Duplicate tasks
Drag and drop tasks to reorder
The screen you edit in is exactly what your technicians will see—no separate preview needed.