Create a blank checklist from scratch

A checklist task is a task that consists of a list of items or steps that need to be completed. It serves as a structured approach to ensure that all necessary actions are taken or items are addressed.

Here is a reference video:

Step by step instructions to create a new checklist

• Click on Checklists from blue menu at left side
  

  • Click on Blank Checklist.
    

  • Add the name of the checklist, 

  • Select the Industry 

  • Select the type of checklist
    

  • Click on Save button. It will open up the list of sub tasks

  • Select the task type from the drop down. The technician's response via the mobile app will depend on the chosen task type

  • To add another task, click + field

  • To add a heading click on the heading. 

  • For a new section click on the Section

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  • Click on button to add a reference URL link

  • Click on button to add file as document

  • Click on checkbox if this is a mandatory field

• At the top right it has two buttons Preview is to see the checklist and Save button saves the checklist task