Create a checklist template

Build a step-by-step photo checklist so members capture each task in order.

When you’d do this

You want crews to capture a job step by step, such as before and after shots, inspections, or quality checks, so nothing is missed and every photo maps to a task. Create a checklist template and publish it to the team, and members work through it in the App.

Checklist templates can currently be created only in the Timemark App. Teamspace on the web has a Checklists page for reading and exporting what members submit, but its + Create Checklist button just points you back to the App. This is the opposite of Photo Templates, which are created on the web.

What you need

Role: Team Owner, Team Admin
Surface: App
Plan: Free · Business
Affects: All team members; a published checklist appears in their Checklist tab

Steps

In the App, open the Checklist tab.
Tap Create a checklist, or + New checklist from the switcher.
Choose a preset to start from (Before & After, Inspect Checklist, or Quality Check), or tap + Create from scratch for a blank checklist. A blank checklist starts with two required Photo steps.
Enter a checklist Name. It’s required and can be up to 100 characters.
Tap + Add Step and pick a step type (see the table below). Drag the handle on a step to reorder it.
Set each step’s options from its ••• menu, including the Required toggle.
Tap Publish, then confirm. Publishing checks that the checklist has a name and at least one step.

A toast confirms the checklist is published, and team members see it in their Checklist tab.

Step types

Type	Use it for	Options
Photo	Capture a photo or video for the step. The camera shows the step name while capturing.	Media type (Photo/Video, Photo only, Video only), Required
Text	A written note or description	Required
Number	A numeric value such as hours or counts, kept separate from text for easy totals	Required
Yes/No	A fixed Yes / No / N/A answer	Required
Choice	Single or multiple choice from your own options	Options (up to 1,000), Multiple choice, Required
Signature	A handwritten sign-off, such as from an inspector or the customer. Add as many as you need.	Required (on by default), Require signer name (off by default)

Character limits: checklist name up to 100, step name up to 50, each Choice option up to 50.

What members do

A published checklist appears in each member’s Checklist tab. They work through the steps in any order, capture or fill in each one, and tap Submit once all required steps are done. Submissions roll up on the Checklists page in Teamspace, and under the Checklists tab of the project they were linked to. See View checklist submissions.

Common pitfalls

Checklist templates can’t be created or edited on the web yet. Use the Timemark App. On the web, + Create Checklist opens a dialog pointing you to the App.
A Choice step needs a step name and at least two options before you can save it.
Submitted checklists are final. Neither admins nor members can edit or delete a submitted record. If a photo in a submission is later deleted, it shows a placeholder labeled “Deleted by [name] · [date]”.
Turn on Require signer name if you need to know who signed. With it off, members see only the signing pad and no name is recorded.
Editing a published template doesn’t change checklists members already submitted. Only new submissions use the updated steps.