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Creating a Checklist

Learn how to create a Checklist in CompanyCam, add Fields, photos, and sections, and convert files or Pages into Checklists on the web or in the app.

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 file or Page into a Checklist.

This feature is available on select plans.

On the web

Create a Checklist

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. See User Permission Roles Explained for more details.

  1. Log in to CompanyCam and open the Project you'd like to make a Checklist for.

  2. Click the Checklists Tab.

  3. Click + Create Checklist, then click + Classic Checklist.

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  1. Enter a title for your Checklist, then click Create Checklist.

  2. Click + Add Field to add items to your Checklist.

  3. Enter a title for the Field and add any optional notes or instructions.

  4. To require photos to complete the Field (on by default), check the Photos Required checkbox. To add reference photos, click Add Reference Images.

  5. To add a question to the Field, choose one of the following next to Add a Question:

    1. Yes/No — ask for a yes or no answer

    2. Rating — ask for a 1–5 rating

    3. Text — ask for a written response

    4. Multiple Choice — ask a question with multiple answer choices

  6. To add photos to the Field, click outside the Field until the Pencil Icon appears, then click + Add Photos.

  7. To add existing Project photos, click the Photo Icon, select photos by clicking the Square Icon in the upper-left corner of each, then click Confirm.

  8. Click the Circle Icon next to a Field to mark it as completed.

  9. To hide all completed Fields, toggle Hide Completed on.

  10. To add a new section, click + New Section, then add Fields to it as needed.

Note: From the Three Dots Icon on the Checklist, you can Rename List, Reorder Fields, Collapse All Sections, Export to PDF, Save List as Template, Duplicate the Checklist, and Delete Checklist. To export a Checklist as a PDF and save it to your Files, click Export to PDF, then toggle Add to Saved Files on. The file uploads automatically to the Project and to any integrations that support file uploads.

Duplicate a Checklist

  1. Open the Checklist you'd like to duplicate.

  2. Click the Three Dots Icon in the top-right corner, then click Duplicate.

Duplicate a Field

Open the Checklist, hover over the Field you'd like to duplicate, then click the Duplicate Icon to the right. The duplicated Field appears directly below the original.

Duplicate a Section

Open the Checklist, click the Three Dots Icon to the right of the Section you'd like to duplicate, then click Duplicate Section.

Convert a file into a Checklist

You can convert a file from the Checklists Tab or the Files Tab.

From the Checklists Tab

Click + Create Checklist > Use a File.

From the Files Tab

Click the Three Dots Icon next to the file > Create Checklist. The Checklist appears in the Checklists Tab.

Note: You can convert Word files (DOC/X), Excel files (XLS/X), PDFs, images, and TXT files.

Convert a Page into a Checklist

Open the Pages Tab, click the Three Dots Icon next to the Page you'd like to convert, then click Create Checklist. The Checklist appears in the Checklists Tab.

In the app

Create a Checklist

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. See User Permission Roles Explained for more details.

  1. Tap into the Project you'd like to make a Checklist for.

  2. Tap the To-Dos Section.

  3. Tap the + Icon.

  4. Tap + Classic Checklist from the slide-up menu.

  5. Enter a title for your Checklist, then tap Create Checklist.

  6. Tap + New Field to add items to your Checklist.

  7. Enter a title for the Field, add any optional notes or instructions, and choose whether photos are required to complete the Field.

  8. To add photos to the Field, tap + Photos and select from the menu.

  9. To take a photo directly in the Checklist, tap the Camera Icon. To upload from your device or add a Project photo, tap the + Icon.

  10. Tap the Circle Icon next to a Field to mark it as completed.

  11. To add a new section, tap the Three Dots Icon > Add Section > enter a title > tap Create New Section. Add Fields as needed.

Note: From the Three Dots Icon, you can Rename Checklist, Add Section, Reorder Sections, Reorder Fields, Collapse All Sections, Export to PDF, Save Checklist as Template, Duplicate Checklist, and Delete Checklist.

Duplicate a Checklist

Open the Checklist, tap the Three Dots Icon in the top-right corner, then tap Duplicate Checklist from the slide-up menu. The duplicated Checklist appears in the To-Dos section.

Duplicate a Field

Open the Checklist, swipe the Field you'd like to duplicate to the left until the Three Dots Icon appears, tap it, then tap Duplicate Task.

Duplicate a Section

Open the Checklist, tap the Three Dots Icon to the right of the Section, then tap Duplicate Section from the slide-up menu.

Convert a File into a Checklist

Open the Project, tap the Documents section, tap the file you'd like to convert, tap the Three Dots Icon in the top-right corner, then tap Create Checklist. The Checklist appears in the Checklists Tab.

Convert a Page into a Checklist

Open the Project, tap the Documents section, tap the Page you'd like to convert, tap the Three Dots Icon in the top-right corner, then tap Create Checklist. The Checklist appears in the Checklists Tab.

FAQs

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?

There's no limit to the number of Checklists you can add to a Project.

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?

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?

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?

Fields can be marked complete in Offline Mode. Photos can't be added to Fields until a connection is reestablished.

Can I assign a Checklist to a user?

Yes. See Assign a Checklist to Users for the full walkthrough.

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?

Yes, a Walkthrough can be converted into a Checklist and doesn't count toward the AI Action count.

Can I use AI to build a Checklist?

Yes. See Using AI Features for Checklists to learn more.

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.

💡 Tip: 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.

Related Articles
Assign a Checklist to Users
Create and Use Checklist Templates
Completing Advanced Checklists
Building an Advanced Checklist Template
Using the CompanyCam + HubSpot Integration
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