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