Available On: Starter, Professional and Business Plus
Sometimes in the course of work, we find that we need to make changes to things we have created, such as checklist templates. On your checklist templates, you can edit and make changes to them by adding new tasks or removing ones you no longer need.
NOTES:
1. You CANNOT edit or change a current task on the checklist template.
2. 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.
How to Edit a Checklist Template
Step 1 : Navigate to Checklists on the left hand side
Step 2: Search and location your Checklist
Step 3: Click and open the checklist, you will note that the Checklist has this alert on it
(Note: If you do not see this alert, this means that this checklist is not assigned to any work orders)
Step 4: Remove any unwanted Tasks from the Checklist via the - button
Step 5: Add any new tasks to the check list via the Add Task button
Step 6: When done, click Save Checklist and this box will show
Please note and heed the following:
If you add a new task to a checklist template AND that checklist is tied to work orders already, any data that may already be stored in those tasks on the work order will be DELETED once you updated the checklist template. Why? Essentially changing the checklist template means we have to remove it from the work order and re add it with all the new tasks added. There is no way to keep data in current tasks there AND update the checklist on the work order.
If you want these changes to be applied to all work orders this checklist is assigned to, make sure you add a check mark to the "Apply changes to work orders" box, if you do NOT add a check mark the changes made will NOT reflect on current work orders, only NEW work orders that have this checklist assigned to it.
Step 7: Once you note the changes and if you wish to proceed, click Save with out applying, or save and apply changes if you are applying changes.
An quick walk through:
