In this article
Before you start
Checklists are not available on the Basic tier. Upgrade your plan to take advantage this feature.
All permission roles can create Checklists and edit tasks. Only Admins and Managers can delete tasks and Checklists.
Collaborators with Pro and Premium accounts can now view project Checklists and complete tasks! This is only available in the Mobile App, there isn't a way for Collaborators to view Checklists via the Web App.
Both Owning Company and Collaborator can create a checklist, and interact with each other checklist to complete tasks.
Completed tasks will show user info on who checked off the task.
On the Web
Log into the CompanyCam.
Click into the Project you want to make a List for.
Click Checklists > Click Create Checklist to create your List.
Click + Checklist to create a new List.
Title your Checklist and click Create Checklist to start your List.
Click + Add Task to add items to your List.
Title the Task, and add optional notes/instructions. To choose to require photos to complete the Task and/or add reference photos, click on Edit (the pencil icon) in the upper right corner of the Task.
To upload photos for the Task click the + Add Photos.
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 Icon > select the photos you'd like to add from the Project > click Confirm in the lower right corner.
Click the Circle icon next to the list to cross it off and mark completed.
To hide all completed tasks, 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 Tasks to the new Section as needed.
On the App
Log into the CompanyCam app.
Tap into the Project you want to make a List for.
Tap the Checklists tab.
Tap on the + Checklist icon to create your List.
Tap on New Checklist, title your List, and then Tap Create Checklist to start your List.
Tap New Task to add items to your List.
Title the Task, add optional notes/instructions and choose to require photos to complete the Task. 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 Add in the upper right corner when all photos are added.
To take photos for the Task, tap the Camera icon.
Tap the Circle icon next to the list to cross it off and mark it as completed when the Task is finished. To hide all completed tasks, toggle Hide Completed on.
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
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.