Check Lists allow you to quickly reuse specific Task Items in work orders. Most commonly, these are used for inspections where you have a list of subtasks or checklist items that you’d like to include as part of a work order.
This article explains how your team can create Checklist Templates and add them to work orders. Once your checklists are set up, you can quickly add them to a work order for future use!
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 Templates
- Navigate to your Settings
- Click on the Checklists Tab
- Then, select + Add Checklist
- Add a Checklist Name/Title
- Click on the +Add Task button
- Once finished, click Save Checklist
TIP: You can add multiple tasks to the checklist!
If you’d like to assign a User or Asset to a specific task, click on the three vertical dots on the right side of the task.
Once done, you can also see a preview of your checklist on the right side of your screen.
NOTE: The Preview is just that - you are not able to edit anything or click into anything in the Task Preview.
How to create Checklist Templates On Mobile
- Click on Settings
- Tap Checklists, then click on Add
- Type in the Checklist Name/Title, then tap Next
- Tap the + button on the lower right of your screen.
- You can add multiple tasks to this checklist
- Add the Task or Question to the task
- Then assign a Worker or Asset to the task
- Tap Add to add the task to the checklist
- Once you’re finished adding all the tasks to this checklist, tap on Save!
How to Add a Checklist to a Work Order
- Start by Creating a Work Order
- In the work order, navigate to the Tasks section and click on the + button
- To add individual items select +Task
- But to add your Checklist, select +Checklist, and any additional tasks as needed
- Then Click on Add Tasks
- 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).
How to add Task Form/Checklist Templates to a work order
- Start by Creating a Work Order
- On the "Work Orders" navigate to Add Tasks
- To Add individual items select +Task, to add your Checklist select +Checklist
On Web:
On Mobile: