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Checklists

Create and configure checklists for consistent and accurate on-site data collection.

Updated today

This is a legacy feature, only available on legacy plans. We recommend using Custom Forms instead for enhanced functionality.

Checklists help engineers complete essential on-site forms accurately and efficiently, such as risk assessments, ensuring consistent data collection and compliance.

➡️ Profile icon > Settings > Forms > Checklists

Step 1: Create a Checklist

  1. Click Add Checklist.

  2. Enter a clear and descriptive Title.

  3. Provide a concise Description (optional).

  4. Click Save.

Step 2: Add Questions to Your Checklist

  1. Click Configure Checklist next to your checklist.

  2. Click Add question.

  3. Enter your question clearly.

  4. Select the Question type from the dropdown (e.g., text, dropdown).

  5. If required, tick Required to ensure mandatory completion.

  6. Click Save question.

Clearly phrased questions ensure accurate responses.

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