Checklists help you and your crew stay on track by documenting every step of a job. Build them from scratch, add Fields with optional photos and questions, duplicate them, or convert an existing Document into a Checklist.
This feature is available on select plans.
A Checklist is made up of Fields and, optionally, Sections.
A Field is a single item on your Checklist, like a task to complete or a spot to document. By default, a Field requires a photo to be marked complete, though this can be turned off. You can also add a reference image to a Field to show your crew exactly what to capture.
A Field can include a question. There are four types:
Yes/No — ask for a yes or no answer
Rating — ask for a 1–5 rating
Text — ask for a written response
Multiple Choice — ask a question with multiple answer choices
Sections group related Fields together, which keeps longer Checklists organized.
You can assign a Checklist to one or more people, or assign individual Fields to specific people on your team.
Note: Admins and Managers can create, edit, delete, and duplicate Fields and Checklists. Standard and Restricted Users can only create or edit Fields on Checklists they've created.
On the web
To create a Checklist, open the Project you want to add one to, click the Checklists Tab, click + Create Checklist, then click + Classic Checklist. Give it a title and click Create Checklist.
Adding Fields
Click + Add Field, then enter a title and any notes or instructions. To add photos to a Field, click outside it until the pencil icon appears, then click + Add Photos. You can also pull in photos already on the Project by clicking the photo icon, selecting them, and clicking Confirm.
Adding Sections
Click + New Section, then add Fields to it as needed.
Marking Fields complete
Click the circle icon next to a Field to mark it complete. Toggle Hide Completed on to clean up your view as you work.
Managing a Checklist
From the 3 Dot Icon on the Checklist, you can rename it, reorder Fields, collapse all Sections, export it to PDF, export as CSV, save it as a Template, duplicate it, or delete it.
To export a Checklist, click the 3 Dot Icon, then click Export to PDF. You can customize what's included in the export:
Include Photos — adds the photos captured for each Field
Include Photo Capture Details — adds metadata for each photo, like who took it and when
Include Completed By and Date — shows who marked each Field complete and when
Include Assignee — shows who the Checklist or Field was assigned to
Include Sections Marked N/A in Export — includes Sections marked not applicable when the Checklist was created from a Template
Add to Saved Files — uploads the exported PDF to the Project's Documents automatically
Photos per Row — sets whether the PDF lays out 2 or 3 photos per row
To duplicate a Checklist, a Field, or a Section, hover over it, then click the duplicate icon. For a Field, the copy appears directly below the original.
Converting a File into a Checklist
From the Checklists Tab, click + Create Checklist, then select Classic Checklist from File. You can also start from the Documents Tab by clicking the 3 Dot Icon next to the File and clicking Create Classic Checklist. Either way, the Checklist lands in the Checklists Tab.
Note: We support converting Word, Excel, PDF, image, and TXT files.
Converting a Document into a Checklist
From the Documents Tab, click the 3 Dot Icon next to the Document you want to convert and click Convert to Checklist.
In the app
To create a Checklist, tap into the Project, tap the To-Dos section, tap the + Icon, then tap + Classic Checklist from the slide-up menu. Give it a title and tap Create Checklist.
Adding Fields
Tap + New Field, enter a title, add any notes or instructions, and choose whether a photo is required.
Adding Sections
Tap the 3 Dot Icon, tap Add Section, enter a title, then tap Create New Section. Add Fields as needed.
Managing a Checklist
From the 3 Dot Icon, you can rename the Checklist, add or reorder Sections, reorder Fields, collapse all Sections, export to PDF, save it as a Template, duplicate it, or delete it.
To duplicate a Checklist, tap the 3 Dot Icon, then tap Duplicate Checklist. The copy appears in the To-Dos section.
To duplicate a Field, swipe it left until the 3 Dot Icon appears, tap it, then tap Duplicate Task.
To duplicate a Section, tap the 3 Dot Icon next to it, then tap Duplicate Section.
Marking Fields complete
Tap the circle icon next to a Field to mark it complete. To add a photo, tap + Photos. Tap the camera icon to take one directly in the Checklist, or the + icon to upload from your device or pull in a Project photo.
Converting a File into a Checklist
Open the Project, tap the Documents Section, tap the 3 Dot Icon next to the File, then choose Convert to Classic Checklist.
Converting a Document into a Checklist
Open the Project, tap on the Documents Section, tap on the 3 Dot Icon next to the Document, then choose Convert to Classic Checklist.
FAQs
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 you can complete and document. Advanced Checklists add conditional logic and drag-and-drop sections so follow-up Fields only appear when they're relevant. See Building an Advanced Checklist Template to learn more.
How many Checklists can I add to a Project?
How many Checklists can I add to a Project?
There's no limit to the number of Checklists you can add to a Project.
Is there a way to create a Checklist Template?
Is there a way to create a Checklist Template?
Yes, the Checklist Templates feature lets you save commonly used Checklists and add them to Projects quickly. See Create and Use Checklist Templates to get started.
Are there any premade Checklist Templates available?
Are there any premade Checklist Templates available?
Yes, the Community Checklists Library has a variety of premade templates you can add to your own library or use as a starting point.
Can I remove a reference image from a Field?
Can I remove a reference image from a Field?
To remove a reference image, click View Reference Images within the Field, hover over the image, click the Trash Can Icon, then click Delete and Done.
Can I complete Checklists offline?
Can I complete Checklists offline?
Fields can be marked complete in Offline Mode. Photos can't be added to Fields until a connection is reestablished.
Is there a character limit for Checklist Fields?
Is there a character limit for Checklist Fields?
Yes, Checklist Fields have a 255-character limit.
Can a Walkthrough Note be converted into a Checklist?
Can a Walkthrough Note be converted into a Checklist?
Yes, a Walkthrough Note can be converted into a Checklist and doesn't count toward the AI Action count.
What types of Files can I convert into a Checklist?
What types of Files can I convert into a Checklist?
You can convert Word files (DOC/X), Excel files (XLS/X), PDFs, images, and TXT files.
💡 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.