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.
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, then click 'Settings' in the lefthand toolbar and 'Manage checklists' in the 'Templates' section at the top of the Project Settings page:
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:
|1. Open the existing checklist, select the contents and copy (control + c).||
|2. Create a new checklist in the new project.||
|3. Paste the contents (control + v) and save.||
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:
- 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.