Checklists
10 articles
- 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.