Creating a Checklist

Checklists are a great way to ensure you're never missing a step.

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Written by Alex Pickens
Updated over a week ago

In this article

Before you start

  • Checklists are not available on the Basic tier. Upgrade your plan to take advantage 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 with Pro and Premium accounts can view project Checklists and complete Fields. This is only available in the mobile app, there isn't a way for Collaborators to view Checklists via the web app.

    • Both the Owning Company and Collaborator can create a Checklist, and interact with each other's Checklist to complete Fields.

    • Completed Fields will show the User info on who checked off the Field.

On the web

  1. Log into CompanyCam.

  2. Open the Project you'd like to make a Checklist for.

  3. Click on the Checklists tab.

  4. Click + Create Checklist and then click + New Checklist to create a new List.

  5. Title your Checklist and click Create Checklist to start your List.

  6. Click + Add Field to add items to your List.

  7. Title the Field, and add optional notes/instructions. To choose to require photos to complete the Field and/or add reference photos, click on the Pencil icon in the upper right corner of the Field to edit.

  8. To upload photos for the Field click the + Add Photos.

  9. If you have photos that have already been added to the Project you can add them to the Checklist by clicking into the Field > clicking the Photo Icon > selecting the photos you'd like to add from the Project > and then clicking Confirm in the lower right corner.

  10. Click the Circle icon next to the Field to cross it off and mark completed.

  11. 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.

In the app

  1. Log into the CompanyCam app.

  2. Tap into the Project you'd like to make a List for.

  3. Tap the Checklists tab.

  4. Tap on the + Checklist icon to create your List.

  5. Tap on + New Checklist, title your List, and then tap Create Checklist to start your List.

  6. Tap New Field to add items to your List.

  7. Title the Field, add optional notes/instructions, and choose if photos are required to complete the Field.

  8. 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.

  9. From the Checklist, to take photos, add photos from the Project, or upload photos from your device tap on the + Camera icon. Or long press the + Camera icon to start taking photos.

  10. Tap the Circle icon next to the list to cross it off and mark it as completed when the Field is finished. To hide all completed Fields, toggle Hide Completed on.

From the Three Dots icon, you can open the Checklists Menu. From here, you can:

  • Rename Checklist

  • Add Section

  • Reorder Sections

  • Reorder Fields

  • Export to PDF

  • Save Checklist as Template

  • 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 Fields to the new Section as needed.

Checklist FAQs

Q. How many Checklists can I add to a Project?

A. Projects can have multiple Checklists. You can see a Projects 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.

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