Use a Checklist

Follow a step-by-step Checklist to capture the required photos and details on a job.

When you’d do this

A Checklist gives your team a repeatable, step-by-step capture workflow so no required photo or detail is missed on a job. A Team Owner, Team Admin builds the template once. Members then follow it on site, filling in each step.

A Checklist requires a Teamspace. You can’t publish or submit one without joining or creating a team.

What you need

Role: Any member to complete; Team Owner, Team Admin to create templates
Surface: App
Plan: Free · Business

Create a checklist template

Only a Team Owner or Team Admin can create or edit templates.

On the camera screen, tap the Checklist tab at the bottom.
Tap Create a checklist.
Pick a preset template, or tap + Create from scratch.
Enter a Name for the Checklist.
Tap + Add Step, then choose a step type (see the table below).
Turn on Required for any step that must be completed.
Tap Publish to share it with your team.

Step types

Step type	What the member enters
Photo	A photo or video. The step name shows at the top of the camera.
Text	Free text, such as a note or description.
Number	A number, such as hours or a quantity.
Yes/No	Yes, No, or N/A.
Choice	One or more options you define.
Signature	A signature drawn on screen, with the signer’s name if the template asks for it.

Complete a Checklist

Tap the Checklist tab at the bottom of the camera screen.
The latest Checklist opens. Tap the ◇ switcher to choose a different one.
Tap each step and fill it in. You can do the steps in any order.
(Optional) Tap For project to link this submission to a project.
When every required step is done, tap Submit.

After you submit, a sheet offers View in teamspace, Share, and Export PDF. Close it to return to a blank copy of the same Checklist and start the next one. To turn the submission into a report, see Export a checklist submission as PDF.

Sign a Signature step

Tap the Signature step. A full-screen signing pad opens.
If a Signed by field shows, enter the name of the person signing. It can be you or someone else, such as the customer.
Sign in the Sign here area. Tap Clear to start over.
Tap Save. Closing the pad also saves.

The signing time is recorded when you save. If you sign again before submitting, the new time replaces the old one.

Where records go

If you’ve joined a Teamspace, submissions appear in Teamspace → Activity. For a submission linked to a project, it also shows under that project’s Checklists tab.

When you save the first step, other team members get a notification such as James started "Quality Check". When you submit, they get James completed "Quality Check" with the time taken and photo count. Tapping it opens that checklist’s Activity. Only members who can see your photos get these, and for a project-linked submission, only members of that project get the completed one. There’s no separate switch. They follow your existing Timemark notification settings.

On the web, Teamspace has a Checklists page listing every submission the team has made, with filters and an Excel export. See View checklist submissions.

Common pitfalls

A Checklist requires a Teamspace. Solo users without a team can’t publish or submit one.
Only Team Owners and Admins can create or edit templates. Members can only complete and submit.
Submitted records are locked. You can’t edit the text, numbers, or choices after submitting.
A signature isn’t a photo. It stays inside the submission and doesn’t appear in All Photos or count toward photo totals.
Required steps are marked with *. Submit stays disabled until they’re all done. Non-required steps can be skipped.