How do I use checklists?

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Overview & Background

 

Checklists can be inserted into tasks very quickly, allowing you to add structure to your site inspections or your workflows in the field. 

 

What you can do with checklists

 

Checklist basics on the web

 

Once you've created a new task, you can simply select "+ Add checklist".  Here you have the option to add a "new checklist" or an "existing checklist template".

Checklist templates can be set up within your Project Settings, and are the quickest way to insert a checklist into a task.  For now, let's choose this option:

Inserting a checklist template into a task

Add_checklist_on_web.png

 

Selecting the checklist template 

Checklist_Templates.png

 

How checklist templates work


When I select one of my checklist templates, my task will be populated with a structured list of items which I can go ahead and check off as I complete each of them. You'll notice that Fieldwire tracks the information below.

  • The initials of the individual who ticked off each line item.
  • The date that the item was checked.

This timestamped information will also be contained in reports, allowing you to record a thorough history of the task.
 

What a checklist looks like in a task on the web

Checklist_on_web.png


This checklist will also appear on your mobile device, where you can also check of items during your site walks.

Checklists on Mobile

 

The mobile view is extremely similar to the web view, with the same three check options.

Check options

  • Blue tick = complete.
  • Red cross = incomplete.
  • Grey line = not applicable.

Checklist on iPad

Checklist_on_mobile.PNG

 

Note: Checklists on Android tablets look very similar to how checklists look on iPads.

 

How to add a checklist template on mobile

 

To add a checklist on mobile, create a new task and select the "+" sign at the bottom of the task.

 

Adding a checklist template on mobile

Checklists_on_mobile.png


Note: You can then select the appropriate checklist from your list of checklist templates.

 

Selecting a checklist template that was created on the web

Checklist_template_mobile.png


And you're ready to go, it's that simple!

 

Populated checklist on mobile

Empty_checklist_mobile.PNG

 

Note: View is similar to Android tablets.

 

More information

 

Once you've set up some checklists, you may then want to do the following.

  • Clone checklists between projects to standardize workflows
  • Duplicate tasks with checklists to speed up your inspections and punch walks
  • Import tasks (with checklists pre-loaded) in bulk so that project set-up is a breeze
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