How do I use checklists?

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Checklists can be inserted into tasks very quickly, allowing you to add structure to your site inspections or your workflows in the field. Once you've learned how to use checklists, you can: 

  • 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.

1. The basics (on web)

Let's start by setting up a checklist on 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:

Add_checklist_on_web.png

 

Checklist_Templates.png


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 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.
 

Checklist_on_web.png


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

2. Checklists on mobile

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

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

Checklist_on_mobile.PNG

Note: checklist on an iOS device, Android view is similar

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

Checklists_on_mobile.png


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

Checklist_templates_mobile.png


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

Empty_checklist_mobile.PNG

Note: checklist on an iOS device, Android view is similar

 

Once you've set up some checklists, you may then want to:

  • 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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