Video:
Click here to create your custom checklist templates
Step-by-step instructions:
Step 1: Click on MY APPS then GO TO APP STORE
Step 2: Scroll down to the PRODUCTIVITY section and click LEARN MORE on the card for checklists
Step 3: Toggle the app on from DISABLED to ACTIVE
Step 4: Press the arrow the the left of APP DETAILS in the top left of your screen
Step 5: Click on MY APPS and now you should see CHECKLISTS in the dropdown. Click on CHECKLISTS.
Step 6: Click on +CHECKLIST to create a new checklist template. This page will show you already created templates going forward.
Step 7: Name your Checklist and start adding in checklist items. Access HVAC checklist template guides here.
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
Step 8: Once you are finished adding in your checklist items press NEXT in the top right
Step 9: You can prevent an employee from being able to tap "Finish" if they have not completed a checklist by turning the toggle ON. Press SAVE when done.
