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. 📋🔧✅
Accessing Checklists in UpKeep
Checklist Access on the Web
Checklists are fully accessible through the web version of UpKeep. This includes the ability to view and create checklists. To find the section for creating checklists, navigate to the settings where the Checklists tab is located just below "People & Teams" or "Vendors & Customers."
Checklist Access in the Mobile App
While the mobile app allows users to view tasks or checklists associated with a Work Order, the creation of standalone checklists is not currently supported on mobile devices.
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.
