How to Manage my Checklist Templates

Overview

Checklists can be inserted into Fieldwire tasks to document a process or inspection on site. Fieldwire tracks who and when checked off a line item. From this point, you can generate a fully timestamped report which, in addition to checklists, will document all relevant images, crop plans, markups, and messages.

Table of Contents

• Existing Projects
• Import an Existing Checklist from one Project to another
• Account Checklists

Existing Projects

To add, delete, and edit your checklist templates

1. Navigate to your Project Settings by clicking the gear icon at the bottom of the left-hand side menu
2. Scroll down to the Tasks section
3. Click Manage checklists
4. Click on the name of the checklist you want to edit (or click Create new checklist or Import account checklist to add new checklists to your project)

Note: If you edit a checklist that is currently populated in a task, that particular checklist will not be updated with your edits. You will need to replace the checklist with the newly updated version.

Import an Existing Checklist from one Project to another

Fieldwire checklists are set up so that you can simply copy and paste the content from an existing spreadsheet or from another Fieldwire project whenever you like. 

If you already have a spreadsheet of your standard checklists prior to adopting Fieldwire, you can quickly paste them into your Fieldwire projects. If not, you can easily copy checklists from one existing Fieldwire project to another whenever you like.  

How to copy a checklist from one project to another:

1. Open the existing checklist, select the contents and copy (command/control + c).
2. Create a new checklist in the new project.
3. Paste the contents (command/control + v)  
4. Click Save checklist

Account Checklists

If you have checklists that will be used in multiple projects, we recommend adding these checklists at the account-level. This allows you to pull those checklists into any project on your account and easily standardize your checklists across your Fieldwire projects where you are an Admin.

To utilize Account checklists, you must be on a Pro, Business, or Business Plus subscription, and you must be an Account Owner/Manager. Once you meet those requirements:

1. Go to the Templates tab and simply click on + New template to add a new one
2. Fill out the line items of the checklist or you can simply copy/paste if you already have them documented in a separate spreadsheet.
3. Click Save checklist

You can click on the Account checklists tab to see which account checklists already exist. 

Note: There is a maximum of 1000 account checklists.

Once your new checklist is completed, you'll be able to pull that checklist into any project you own. To do so:

1. Go to the Settings tab on the relevant project. 
2. Click on the Manage checklists button.
3. Click on Import account checklist and you'll see all of the checklists that are on the Templates tab mentioned above. 
4. Click the checkboxes next to the checklists you want to import into that project
5. Click Import to project 

You'll then see those checklists brought into your project under "Manage existing checklists".

Note: When you update account checklists, they are not automatically updated in the projects to which they have been added. You must make the changes manually in the projects.

More Information

• Duplicating tasks with checklists to speed up your inspections and punch walks.
• Importing tasks (with checklists pre-loaded) in bulk so that project set-up is a breeze.

Checklists