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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

Taylor Morrison avatar
Written by Taylor Morrison
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. 


How To Create a Checklist

Click on 'My Apps' then 'Checklist'

Scroll to the Productivity section and click 'Learn More' under Checklists.

If this is your first time making a checklist you will be prompted to 'Create A Checklist' or if you are a returning user Click on '+ Checklist' in the top right corner. 

Name your Checklist and start adding in checklist items. 

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

  • Checkbox - Simple check to mark an item off as done

  • Text - Record notes, readings, findings, or any other text

  • Pass/Flag/Fail - Mark the status of a component with a green, yellow, or red status indicator

Once you are finished adding in your checklist items press 'Next' in the top right.

Checklist settings

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

  • You can also automatically add the checklist to new jobs by turning 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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