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How to Create and Add Checklist Templates
How to Create and Add Checklist Templates

Learn to create reusable checklists/checklist tasks and add them to work orders!

Ben On avatar
Written by Ben On
Updated this week

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. ๐Ÿ“‹๐Ÿ”งโœ…

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

  1. Navigate to your Settings

  2. Click on the Checklists Tab

  3. Then, select + Add Checklistโ€‹โ€‹โ€‹โ€‹

  4. Add a Checklist Name/Title

  5. Click on the +Add Task button

  6. Once finished, click Save Checklist

TIP: You can add multiple tasks to the checklist!

Once done, you can also see a preview of your checklist on the right side of your screen.

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.

Once the checklist is done and saved you will see this:

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 create Checklist Templates On Mobile

  1. Click on Settings

  2. Tap Checklists, then click on Add

  3. Type in the Checklist Name/Title, then tap Next

  4. Tap the + button on the lower right of your screen.

  5. You can add multiple tasks to this checklist

  6. Add the Task or Question to the task

  7. Then assign a Worker or Asset to the task

  8. Tap Add to add the task to the checklist

  9. Once youโ€™re finished adding all the tasks to this checklist, tap on Save!ย 

How to Add a Checklist to a Work Orderย 

  1. In the work order, navigate to the Tasks section and click on the + button

  2. To add individual items select +Task

  3. But to add your Checklist, select +Checklist, and any additional tasks as needed

  4. Then Click on Add Tasks

  5. Finish creating your work order as usual and submit

NOTE: You can follow the same steps on the mobile app when creating a new work order (under the Tasks/Checklist section).

For questions or concerns please reach out to Support at [email protected] or via chat in your Upkeep account under Contact US.

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