How do I manage my checklist templates?

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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. 

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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 which you'd like to clone. By selecting "Copy Checklists", all checklist templates will be copied to the new project. 

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Import an Existing Checklist

 

Fieldwire checklists are set up so that you can simply copy and paste the content from an existing spreadsheet or from another Fieldwire project. Some users will have a working spreadsheet of their standard checklists, allowing them to very quickly paste them into their Fieldwire projects. 

Detailed steps to copy a checklist from one project to another:

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1. Open the existing checklist, select the contents and copy (control + c).

Screen_Shot_2018-01-25_at_10.47.45_AM.png 2. Create a new checklist in the new project.
Screen_Shot_2018-01-25_at_10.47.53_AM.png 3. Paste the contents (control + v) and save.

 

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.

 

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