Classic 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 Classic Checklist.

A Classic 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:

Sections group related Fields together, which keeps longer Checklists organized.

You can assign a Classic Checklist to one or more people, or assign individual Fields to specific people on your team.

To create a Classic Checklist, open the Project you want to add one to, click the Checklists Tab, click + Create Checklist, click More options, and then click + Classic Checklist. From there, give it a title and click Create Checklist.

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.

Click + New Section, then add Fields to it as needed.

Click the circle icon next to a Field to mark it complete. Toggle Hide Completed on to clean up your view as you work.

From the 3 Dot Icon on the Classic 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 Classic Checklist, click the 3 Dot Icon, then click Export to PDF. You can customize what's included in the export:

To duplicate a Classic Checklist, a Field, or a Section, hover over it, then click the duplicate icon. For a Field, the copy appears directly below the original.

From the Checklists Tab, click + Create Checklist, then select More options, then 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 Classic Checklist lands in the Checklists Tab.

From the Documents Tab, click the 3 Dot Icon next to the Document you want to convert and click Convert to Checklist.

To create a Classic 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.

Tap + New Field, enter a title, add any notes or instructions, and choose whether a photo is required.

Tap the 3 Dot Icon, tap Add Section, enter a title, then tap Create New Section. Add Fields as needed.

From the 3 Dot Icon, you can rename the Checklist, reorder Sections, reorder Fields, collapse all Sections, export as a CSV, export to PDF, save it as a Template, duplicate it, or delete it. When exporting to PDF, you can toggle on the Add to Saved Files option to save the PDF directly to the Project's Files.

To duplicate a Classic 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.

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.

Open the Project, tap the Documents Section, tap the 3 Dot Icon next to the File, then choose Convert to Classic 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.