Advanced Checklists let your crew follow a checklist that adapts to their responses, with features like conditional logic, sections, and reference photos. This article goes over how to create one directly within a Project for a single job. To learn to create a reusable Advanced Checklist Template, check out this guide.
This feature is available on select plans and is only available on the web app.
Creating an Advanced Checklist in a Project
Note: Admins and Managers can create, edit, and delete any Advanced Checklist. Standard and Restricted Users can only create and edit their own.
Open the Project you want.
Click the Checklists tab.
Click Create Checklist.
Click Advanced Checklist.
Click + Add Field.
Click + Add Section when you want a group.
Click Use to see the Checklist as your crew will.
Note: Admins and Managers can create, edit, and delete any Advanced Checklist. Standard and Restricted Users can only create and edit their own.
Building your Checklist
Build your Checklist the same way you'd build an Advanced Checklist Template: add Sections, add Fields, choose a question type — Yes/No, Rating, Multi-Select, Single-Select, or Text — and require a photo on any Field that needs one. Drag and drop to reorder Sections and Fields as you build.
Completing the Checklist
See Completing Advanced Checklists for how to mark Fields complete, add photos, and export to PDF.
FAQs
Can I build an Advanced Checklist and turn it into a Template later?
Can I build an Advanced Checklist and turn it into a Template later?
No. Unlike Classic Checklists, there’s no “Save as Template” option for Advanced Checklists today.
Can I build this in the app?
Can I build this in the app?
Advanced Checklists can only be built on the web. However, you and your team can open the Checklist and complete it from the app.
💡 Need more help?
Contact our Support team — we're here Monday through Friday.
The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.