How to Create and Add Checklist Templates

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

1. Navigate to your Settings
2. Click on the Checklists Tab
3. Then, select + Add Checklist​​​​
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!

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

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 you’re finished adding all the tasks to this checklist, tap on Save! 

How to Add a Checklist to a Work Order 

1. Start by Creating a Work Order
2. In the work order, navigate to the Tasks section and click on the + button
3. To add individual items select +Task
4. But to add your Checklist, select +Checklist, and any additional tasks as needed
5. Then Click on Add Tasks
6. 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

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: