Available On: Starter, Professional and Business Plus
Check Lists in UpKeep enable you to efficiently reuse specific Task Items in work orders. This feature is particularly handy for inspections, where you have a predefined list of subtasks or checklist items that you want to include as part of a work order. 📋🔧✅
Checklist Task Type Options:
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)
How to create Checklist to be added to Work Orders
Click on the Checklists Tab:
Navigate to the Checklists tab in UpKeep.
Select Add Checklist:
Click on Add Checklist to start creating a new checklist.
Add a Checklist Name/Title:
Enter a name or title for your checklist to easily identify it later.
Click on the "+Add Task" Button:
Click the +Add Task button to begin adding tasks to your checklist.
Choose Your Task Types:
Select from the following task types to suit your needs:
Sub Task Status: Choose from options like Open, On Hold, In Progress, Closed.
Text Field: Use this for entering text, such as a name (e.g., "Name").
Number Field: Ideal for numerical entries, like a quantity (e.g., "99").
Inspection Check: Set it up for inspection results with options like Pass, Flag, Fail.
Multiple Choice: Create at least two options for users to select from.
Meter Reading: Use this for updating meter readings by entering a number.
Click Create Checklist:
Once you've added and configured all your tasks, click Create Checklist to save it.
NOTE: you can not edited or change or add anything in the preview side bar on the right, when making a checklist. This is not meant for YOU to add a photo, this is meant for the WORKER to add a photo to the task to show YOU what work has been done. Photos and docs can ONLY be added to a task via the work order.
NOTE: Checklist task CANNOT be edited once saved AND attached to work orders, you can ONLY add a new Task and Delete an old one if this is the case.
If your checklist is not attached to a workorder, then you can edit the checklist as needed
How to Add a Checklist to a Work Order
Create or Edit a Work Order:
Start by either creating a new Work Order or editing an existing one.
Navigate to the Tasks Section:
Within the Work Order, locate the Tasks section.
Click on the "+" Button:
Click the + button to start adding tasks.
Add Individual Items or a Checklist:
To add individual tasks, select Add Task and fill in the details for each task.
If you want to add a pre-made checklist, select Add Checklist and choose the checklist you want to include.
Click on Add Tasks:
After selecting tasks or a checklist, click Add Tasks to include them in the Work Order.
Finish Creating/Editing Your Work Order:
Complete any remaining details for the Work Order, then submit it as usual.
