Before you start
Checklists are not available on the Basic tier. Upgrade your plan to take advantage of this feature.
Admin and Managers can create, edit, and delete Fields and Checklists.
Standard and Restricted users can only create or edit Fields on Checklists they've created.
Collaborators on Pro, Premium, and Elite Plans can view Checklists and complete Fields.
Both the Owning Company and Collaborator can create a Checklist and interact with each other's Checklists to complete Fields.
Completed Fields will show the User's information on who checked off the Field.
On the web
Create a Checklist
Log in to CompanyCam.
Open the Project you'd like to make a Checklist for.
Click on the Checklists Tab.
Click + Create Checklist and then click + New Checklist to create a new list.
Title your Checklist and click Create Checklist to start.
Click + Add Field to add items to your Checklist.
Title the Field, and add optional notes/instructions. To choose to require photos to complete (this is On by default) the Field and/or add reference photos, click on the Photos Required Checkbox and Add Reference Images.
If you click + Question, you can choose one of the following questions to add to the Field:
Yes/No (ask for a yes/no answer)
Rating (ask for a 1-5 rating)
Text (Ask for a text response)
Multiple Choice (ask a questions with multiple answer choices)
To upload photos for the Field, click in an area outside of the Field for the Pencil Icon to appear and then click + Add Photos.
If you have photos that have already been added to the Project you can add them to the Checklist by clicking the Photo Icon > selecting the photos you'd like to add from the Project (click on the Square Icon in the upper left corner of the photo(s) > and then clicking Confirm in the lower right corner.
Click the Circle Icon next to the Field to cross it off and mark it completed.
To hide all completed Fields, toggle Hide Completed on.
From the Three Dots Icon, you can open the Checklist Menu. From here, you can:
Rename List
Export to PDF, and/or Export a Checklist as a PDF to your Project Documents
Save List as Template
Delete List
To save an exported Checklist as a PDF to your Project Documents for quick viewing, from the Checklists menu, click on Export to PDF > toggle the Save to Project Documents on. Your documents will be automatically uploaded into the Project and uploaded to any integrations that support uploading documents.
Click the + New Section to create a new section. Add Fields to the new Section as needed.
Converting a Document into a Checklist
Log in to CompanyCam and open your Project.
Click on the Checklists Tab.
Click on + Create Checklist and then click Use a Document.
Click on the Document you'd like to convert.
You should now see your Checklist appear in the Checklist Tab labeled as the Document name.
OR
Log in to CompanyCam and open your Project.
Click on the Documents Tab.
Click on the Three Dots Icon next to the Document you'd like to convert into a Checklist and click Create Checklist.
Next, click on the Checklists Tab, and you should now see your Checklist.
Converting a Page into a Checklist
Log in to CompanyCam and open your Project.
Click on the Pages Tab and click on the Three Dots Icon next to the Page you'd like to convert.
Click Create Checklist.
Next, click on the Checklists Tab, and you should now see your Checklist.
In the app
Create a Checklist
Log in to the CompanyCam app.
Tap into the Project you'd like to make a Checklist for.
Tap the Checklists Tab.
Tap + Checklist.
Tap on + New Checklist.
Title your Checklist, and then tap Create Checklist.
Tap + New Field to add items to your list.
Title the Field, add optional notes/instructions, and choose if photos are required to complete the Field.
If you need to take photos, add photos from the Project, or upload photos from your device to add to the Field, tap on + Photos to select from the menu.
To take photos in the Checklist, tap on the Camera Icon. Otherwise, you can upload photos from your device or add photos from the Project by tapping on the + Icon.
Tap the Circle Icon next to the list to cross it off and mark it as completed when the Field is finished.
From the Three Dots Icon, you can open the Checklists Menu. From here, you can:
Hide Completed Fields
Rename Checklist
Add Section
Reorder Sections
Reorder Fields
Export to PDF
Save Checklist as Template
Delete Checklist
Note: Add Section will add a section to the Checklist. Tap the Three Dots Icon > Add Section > Title the Section > Create New Section. Add Fields to the new Section as needed.
Converting a Document into a Checklist
Log in to the CompanyCam app.
Tap into the Project you'd like to make a Checklist for.
Tap the Checklists Tab and tap + Checklist.
Tap Use a Document.
Select the Document you would like to convert.
Once the Document has been converted, you will see it within the Checklist Tab inside your Project.
OR
Tap into the Project you'd like to make a Checklist for.
Tap the Documents Tab and tap the Three Dots Icon next to the Document you'd like to convert into a Checklist.
Tap Create Checklist.
Once the Document has been converted, you will see it within the Checklist Tab inside your Project.
Converting a Page into a Checklist
Log in to the CompanyCam app.
Tap into the Project you'd like to make a Checklist for.
Tap on the Pages Tab and open the Page you'd like to convert to a Checklist.
Tap the Three Dots Icon at the top right corner of the Page.
Tap Create Checklist.
Once the Page has been converted, you will see it within the Checklist Tab inside your Project.
FAQs
Q. How many Checklists can I add to a Project?
A. Projects can have multiple Checklists. You can see a Project's list by tapping the Checklists Tab.
Q. Are Checklists only available in the mobile app?
A. You can create Checklists using both the CompanyCam mobile app and the web app.
Q. Is there a way to create a Checklist Template?
A. Yep! Check out our Checklist Templates feature. This feature allows you to create a Template for your commonly used Checklists so that they can be quickly added to your Projects.
Q. Are there premade Checklist Templates to use?
A. Yes! Check out our Community Checklist Templates. These are a great resource to add to your Template Library or use as inspiration when developing your own Checklist Templates.
Q. Can you complete Checklists offline?
A. Yes! Checklist fields can be marked complete in Offline Mode. Photos cannot be added to Checklist fields until a connection is reestablished.
Q. Can I assign a Checklist to a User?
A. Yes! Check our guide. It'll walk you through how you can assign a Checklist to a User.
Q. Is there a character limit for Checklist Fields?
A. Checklist Fields have a 255-character limit. When working with a Checklist, the system gives a warning when you go over that limit.
Q. Can a Walkthrough Note be converted into a Checklist?
A. A Walkthrough Note can be converted into a Checklist and does not count toward the AI Action count.
Q. Can I use AI to build a Checklist?
A. Yes! Check out our guide to learn how you can use AI within your Checklists.
Q. What types of Documents can I convert to a Checklist?
A. You can convert Word files(DOC/X), Excel files (XLS/X), PDFs, Images, and TXT files.