Checklists are customizable means of tracking work order progress at any granularity. 

First, you create a checklist template containing sections and steps. Next, generate a checklist from the template. Finally, add the checklist to a work order.

Each checklist you generate from a template can only be used on a single work order.

As personnel complete items, they can check the relevant steps, allowing insight into work order progress. 

Note: When you add a checklist to a work order, any changes you make to the template on which the checklist was based do not affect the work order checklist. 

Create a checklist template 

Checklist templates are stored for repeated use. Following creation, you can generate a checklist from the template or add a checklist to a work order based on the template. 

1. Go to Work orders > Checklist templates in the left-hand navigation menu. 
2. Click + Add new or duplicate an existing template using the button on the right side of the table row.
   
   
3. In the Details section: 
   1. Enter a Name. 
   2. Optional: Edit the automatically generated Checklist template ID. 
4. In the Sections section:
   1. Enter a name for your first checklist section. 
   2. Click the > Expand button to view the steps. 
   3. Use the editor to complete the step details. 
      • Add and manage attachments at this level.
   4. Click Add step to create additional steps. 
5. Continue to create sections and steps as required. 
6. Use the Delete (bin) icon to delete any sections or steps you don’t need. 
7. Click Save. 

Import a checklist template

1. Go to Work orders > Checklist templates in the left-hand navigation menu.
2. Click + Import in the top left corner.
3. Navigate to your CSV file.
4. Click Open.

CSV file formatting

Your CSV file requires the following headers:

• externalId
  • Must be a unique ID among your checklist templates.
• templateName
• sectionName
• sectionPosition
  • A numerical position.
• stepDescription
• stepPosition
  • A numerical position.

You can find an example CSV file attached at the bottom of this page.

Create a checklist from a template 

After you have created a checklist template, you can generate as many checklists as you need based on the template. After generating a checklist from a template, you can add the checklist to a work order. 

1. In the left-hand menu, go to Work orders > Checklists. 
2. Click + Add new. 
3. Select a checklist template from the dropdown. 
4. Enter a Name for the checklist. 
5. Optional: Edit the Checklist ID. 
6. Optional: Edit the Checklist comment section of any steps and add attachments.
7. Click Save. 

Add a checklist to a work order 

You can add checklists to work orders either by creating one from a template or by choosing an existing checklist. 

1. Go to Work orders in the left-hand navigation menu. 
2. Click + Add new or edit an existing work order. 
3. Click on the Checklist tab. 
4. There are two ways to add a checklist: 
   1. Click Create from template: 
      1. Select a checklist template from the dropdown or begin typing to search for the relevant result.
      2. Click Create checklist.  
      3. Enter a Name for the checklist.  
      4. Optional: Edit the Checklist ID. 
      5. Optional: Edit the Checklist comment section of any steps and add attachments.
      6. Click Save. 
   2. Click Select existing checklist: 
      1. Select a checklist from the checklist dropdown or begin typing to search for the relevant result. Only checklists that are not yet added to a work order appear in this dropdown.
      2. Click Add checklist. 
5. Click Save. 

Add and manage checklist attachments

You can only edit and delete attachments on checklist templates. Your user account also requires edit and delete permissions and you must be the original uploader of the file.

1. Open any checklist or checklist template.
2. Expand the relevant step.
3. Click the Attachments (paperclip) icon.
4. Here, you have two options:
   • Add new files:
     1. Click + Click to upload or drag and drop files to add new attachments. Check the accepted file formats if you see a file format warning.
   • Manage existing attachments:
     1. On the attachment row, use the icons to view, download, edit (rename), or delete an attachment.
        
        1. After deleting or renaming an attachment, click Save and Save again.

Accepted file formats

Images:

• PNG
• JPG
• GIF
• BMP

Text:

• TXT
• PDF
• DOC
• DOCX
• XLS
• XLSX
• PPT
• PPTX
• ODS
• ODT
• ODP

Audio and video:

• WAV
• MP3
• MP4
• MPEG
• MOV
• AVI

Binary:

• CSV
• ZIP