How to Create and Add Checklist Templates

Check Lists allow you to reuse specific Task items for easy use 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:

How to create Checklist Templates On Web

1. Click Settings
2. Select the Checklist Tab
3. Select + Add Checklist
4. Enter Checklist Name 
5. Select the "+Add Task" button
6. Enter Task
7. Select from the following Task typesSub 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 (Have the number entered update your Meter Reading)
8. Select Asset and/or User Assigned
9. Select the "+ Task" button to add additional form items.
10. Select Save Checklist

[tip] You can see a Preview of your Form Template on the right side of your screen [/tip]

How to create Task Form/Checklist Templates On Mobile

1. Click "Settings"
2. Select Form Templates, then click the "Plus Sign"
3. Enter Form Template Name
4. Select the "Plus Sign"
5. Select from the follow Task Form/Checklist typesTask (Open, On Hold, In Progress, Closed)Text Input Form (Example: Name)Number Input Form (Example: 99)Checklist Input Form(Pass, Flag, Fail)Multiple Choice Input Form (Create at least two options to choose from)Meter Reading (Have the number entered update your Meter Reading)
6. Enter Task or Form Question
7. Select the "Done"
8. Select Save

How to add Task Form/Checklist Templates to a work order

1. Start by Creating a Work Order
2. On the "Work Orders" navigate to Add Tasks
3. To Add individual items select +Task, to add your Checklist select +Checklist

On Web:

On Mobile: