Use a Checklist
Follow a step-by-step Checklist to capture the required photos and details on a job.
When you’d do this
Section titled “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
Section titled “What you need”- Role
- Any member to complete; Team Owner, Team Admin to create templates
- Surface
- App
- Plan
- Free · Business
Create a checklist template
Section titled “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
Section titled “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. |
Complete a Checklist
Section titled “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, you return to a blank copy of the same Checklist so you can start the next one.
Where records go
Section titled “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.
Common pitfalls
Section titled “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.
- Required steps are marked with
*. Submit stays disabled until they’re all done. Non-required steps can be skipped.
See also
Section titled “See also”Last updated: