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How to Create a Checklist
How to Create a Checklist

Learn how to create checklist templates so that your employees can use this checklist while on the job

Dyamond W. avatar
Written by Dyamond W.
Updated over a week ago

You may not be at every job with your employees, but you can make sure every job goes as well as it would if you were by creating custom checklists for each type of job or service call you run.

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How To Create a Checklist

From your HCP Home Page, select the 9 dots icon in the top right corner, this will open your active App List drop-down.

Locate and select the Checklist app card from the drop down.

If this is your first time creating a checklist, you will select the prompt to 'Create A Checklist'. For returning users, simply click on '+ CHECKLIST' located in the top right corner.

If you currently have a checklist, simply hover over it and click on the pen icon located to the right of your screen, to make any necessary changes.

Name your Checklist and start adding in checklist items by selecting the blue '+ CHECKLIST ITEM' option located at the bottom of your screen.

You have the option of choosing from the 3 following types:

  1. Checkbox - Easily check off completed items.

  2. Text - Document notes, readings, findings, or any other written information.

  3. Pass/Flag/Fail - Indicate the status of a component with a green, yellow, or red indicator.

You can select one of the three options by selecting the box that says Type, located on the left of your screen.

Once you are finished creating your checklist items press the blue 'NEXT' located at the top right of your screen.

Checklist settings

  • You can prevent an employee from being able to finish a job if they have not completed a checklist by selecting the First toggle to ON

  • You can also automatically add the checklist to new jobs by selecting the Second toggle ON

    • Note that when a new recurring job is created, checklists with this setting ON will be added to ALL recurrences.

    • Checklists with this setting ON will also be added to jobs converted from approved estimates

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