Advanced Checklists guide your team through the exact steps needed for each job by showing or hiding relevant work so you only see what's in front of you, ensuring you never miss a step.
This feature is only available on select plans.
On the web
Completing an Advanced Checklist
Open the Advanced Checklist you'd like to complete, and click the Add Media button to add photos or videos.
To add content to include in your Advanced Checklist, select the photos/videos you'd like to include and then click Confirm.
After answering a question within a Conditional Field, additional information may be requested. When additional information is needed, you'll see another requirement within the Field you're working on. This subfield will ask for information informaiton depending on how the Field was built.
To mark a Field as complete, click on the Circle Icon to the left of the Field.
Exporting to PDF
Once you've completed your Advanced Checklist, you can export it to PDF directly from the web.
1. Open the Advanced Checklist you want to export.
2. Click the 3 Dots Icon in the upper-right corner of the Checklist.
3. Click Export to PDF.
4. Choose whether to export All Fields, Completed Fields Only, or Incomplete Fields Only, then click Export.
In the app
Completing an Advanced Checklist
Tap the 3 Dots Icon to the right of the Field you'd like to add photos or videos to.
Tap the option to either Capture your photos or videos, Add Photos from Device, or Add Photos from Project.
After answering a question within a Conditional Field, additional information may be requested. When additional information is needed, you'll see another requirement within the Field you're working on. This subfield will ask for information informaiton depending on how the Field was built.
Tap on the Circle Icon to the left of the Field to mark it complete.
Exporting to PDF
Open the Advanced Checklist you want to export.
Tap on the 3 Dots Icon at the top of the page.
Tap Export to PDF.
FAQs
Can Collaborators complete Advanced Checklists?
Can Collaborators complete Advanced Checklists?
Yes, Collaborators can view and complete Advanced Checklists.
What's the difference between a Classic and an Advanced Checklist?
What's the difference between a Classic and an Advanced Checklist?
Classic Checklists are straightforward, ordered lists of Fields. Advanced Checklists add Conditional Logic, so Fields only appear when they're relevant to a previous answer
Coming Soon
Descriptions on Fields and Sections: Admins will be able to add descriptive text to individual Fields and Sections within a Template, giving crews more context on what's being asked of them. Note that descriptions on Sections are not supported on Classic Checklists; this is an enhancement we’re making for Advanced Checklists.
Creating a Template from an uploaded File: Instead of building an Advanced Checklist Template from scratch, customers will be able to upload an existing Document (like a PDF or Word file) and have a Template generated from it automatically.
Creating Advanced Checklists from the corporate portal: Today, Advanced Checklist Templates can only be created from an individual company account. This extends that to the Corporate Portal, which matters for franchise and multi-location customers.
One-off Checklist creation: The ability to create a single Checklist on the fly, without building or using a reusable Advanced Template first. This is for quick, one-time-use situations rather than a recurring workflow.
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