Creating a Checklist

Checklists are a great way to ensure you're never missing a step.

In this article

Before you start

  • Checklists are not available on the Basic tier. Upgrade your plan to take advantage this feature.
  • To manage Checklists, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
  • If you currently have a Collaboration on a Project, Collaborators will not have access to Checklists. The information that can be shared between Project Collaborators are:
    • Photos
    • Videos
    • Comments
    • Project conversation
    • Edits & annotations on the photos

On the Web

  1. Log into the CompanyCam.
  2. Click into the Project you want to make a List for.
  3. Click Checklists > Click Create Checklist to create your List.
  4. Click + Checklist to create a new List.
  5. Title your Checklist and click Create Checklist to start your List.
  6. Click + Add Task to add items to your List.
  7. Title the Task, add optional notes and choose to require photos to complete the Task
  8. To upload photos for the Task click the + Add Photos
  9. If you have photos that have already been added to the Project you can add them to the List by clicking into the Task > Clicking the Photo IconAdd Photos from Project. 

  10. Click Confirm in the left corner when all photos are added.
  11. Click the Circle icon next to the list to cross it off and Mark completed.

From the Three Dots icon, you can open the Checklists Menu. From here, you can:

  • Rename List
  • Export to PDF
  • Save List as Template
  • Delete List

Click the + New Section to create a new section. Add Tasks to the new Section as needed.

On the App

  1. Log into the CompanyCam app. 
  2. Tap into the Project you want to make a List for.
  3. Tap Make a Checklist New Checklist to create your List.
  4. Tap on New Checklist, title your List, and then Tap Create Checklist to start your List.

  5. Tap New Task to add items to your List
  6. Title the Task, add optional notes, and choose to require photos to complete the Task. Tap Save to save the Task.
  7. To take photos for the Task, tap the Camera icon.
  8. If you have photos that have already been added to the Project, you can add them to the List by tapping into the Task > + Photos > Add Photos from Project. Tap Done in the left corner when all photos are added.
  9. Tap Mark Completed when the Task is finished, or tap the Circle icon next to the list to cross it o

From the Three Dots icon, you can open the Checklists Menu. From here, you can:

  • Save Checklist as Template
  • Edit Checklist
  • Add Section
  • Export to PDF
  • Reorder Tasks
  • Delete Checklist


    10. Add Section will add a section to the Checklist. Tap the Three Dots icon > Add Section > Title the Section > Create New Section. Add Tasks to the new Section as needed


FAQs

  • A Project can have multiple Checklists. You can see a Projects list by tapping Checklists.
  • You can create Checklists in the CompanyCam app and web.

Need some visualsCheck out our videos on how to get started with Checklists linked below!

Get started with Checklists
Using Sections 

Creating Templates **Need Permission to Checklist Templates**

Add and Use Sections 
Templates 

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