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. 
   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. 

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. 
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.  
      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.