Other UpKeep How To's
How to Docs for things such as Settings, Checklist, Files etc.!
37 articles
- How to set your Language in UpKeepSpanish, German, Arabic and more languages to come!
- How to Change the Currency in UpKeepThis doc will show you how to change or set the currency in your UpKeep account
- How to Edit Company Profile InformationLearn to add or edit your company’s information to include address, number, website, and even company logo!
- How to Change your Date Format and Time ZoneLearn how to change your Date and Time settings.
- How to Set Company-wide SettingsLearn how to set company-wide settings such as language + currency
- List of Valid TimezonesFor use in importing PM triggers only
- How to use Tags for your files
- Video - Creating Checklist Templates on Web ApplicationQuick Demonstration over checklist basics
- How to Create and Add Checklist TemplatesLearn to create reusable checklists/checklist tasks and add them to work orders!
- How to Edit a Checklist TemplateYou can add and remove tasks to any checklist template
- How to Import or Update Task ChecklistsBulk import your lists of sub-tasks or checklist items that should be included in your team's work orders
- How to Export/Update your ChecklistsLearn how to update your checklists via CSV.
- Checklist Smart ImportsAutomatically create checklists by uploading your operating manual files
- How to Use the AI Checklist GeneratorLearn how to automatically create checklists that keep your team organized and on track.
- Using Restricted (Locked) Tasks for Accountability & ComplianceLearn how to lock checklist tasks to be assigned to specific users
- Conditional Logic TasksLearn how to create conditional logic tasks for smoother checklists with more direct follow up
- Use required tasks in checklists and work ordersLearn how to require individual tasks (and task inputs) before a work order can be completed.
UpKeep FAQs and Support Troubleshooting Tips
Common Questions about UpKeep
- How to Set and Manage Automated WorkflowsLearn to set up custom automated workflows to double productivity and efficiency!
- Video - How to Set and Manage Automated WorkflowsTo show you how to set and manage different types of automated work flows
- Workflow LibraryThis library is to help automate tedious tasks and expedite the most important ones! Check out the top 5 workflows from various industries!
- Facilities Management WorkflowsTop 5 Facilities Management Workflows
- Restaurant Management WorkflowsTop 5 Restaurant Management Workflows
- Manufacturing Management WorkflowsTop 5 Manufacturing Management Workflows
- Fleet Management WorkflowsTop 5 Fleet Management workflows
- Hospitality - Hotel Management WorkflowsTop 5 workflows for hospitality-hotel management
- Equipment Management WorkflowsTop 5 equipment management workflows
- Property Management WorkflowsTop 5 Property Management Workflows