Available On: Premium, Professional, Enterprise
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)
Signature (Sign Off on successful task completion)
How to create Checklist to be added to Work Orders
Click “Add Checklist”
From your Checklists list view, click “Add Checklist.”
Choose how you want to build it
You’ll see four options:
Create from Blank
Use Template from the Template Library
Upload via CSV
Use the Smart Checklist Builder
How to Create Checklists from Blank
Title your checklist
Optional: Provide a description for your checklist
You can select + Add Task or directly choose the task type
Select Create Checklist
How to Edit Checklist Items
Select the Task you want to edit
Use the dropdown to change the task type
Select the Duplicate option to duplicate the task
Select the Green Checkmark to save your changes
Select the Trash Can to delete the task
To re-arrange task order click and drag the desired tasks
How to add a Checklist when creating a Work Order
Navigate to Work Orders tab and Select Create Work Order
Navigate to the Tasks and Checklist Section Section:
To create Individual Tasks select Add Task
To Insert your Checklist Select Add Checklist
How to add a Checklist when updating a Work Order
Select the desired Work Order
Navigate to the Tasks tab
Select Add
To create Individual Tasks select Add Task
To Insert your Checklist Select Checklist