How do I manage my checklist templates?

Overview & background

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.

Existing Projects

To add, delete, and edit your checklist templates, you can add checklists to your project (or make changes to existing checklist templates) within your Project Settings.

Step 1: Open any Project and click the 'Settings' gear at the bottom of the left menu. Scroll down to the 'Templates' section and click 'Manage checklists':

Step 2: Click the small gear icon listed to the right of any of your saved checklists to edit the contents of that template:

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:

New Projects 

You can also clone checklist templates from existing projects into a new project. When creating a new project, you can clone checklist templates from an existing project, making project set-up a breeze.

Simply select '+ New Project' and choose the project you'd like to clone. By selecting 'Copy Checklists', all checklist templates will be copied from your selected (existing) project to the new one: 

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.