Before you start
Checklist Templates are not available on Basic or Pro. Upgrade to take advantage of this feature.
To create and manage a Checklist Template, you'll need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
On the web
Create a Checklist Template from an existing Checklist
Log in to CompanyCam.
Click on the Checklists Tab and open the Checklist you'd like to create a Template from.
To create a Template, click the Three Dots Icon in the upper-right corner of the Checklist, then select Save List as Template.
Title the Checklist Template and select Create New Template.
Create a Checklist Template within the Templates Library
From the left-hand navigation bar, click Templates.
Navigate to Checklists, then select + Create Checklist Template.
Mark a Template Section Not Applicable
From the left-hand navigation bar, click Templates.
Open the Checklist Template you'd like to edit.
To mark a section Not Applicable, toggle the Section Required off.
That's it! Now, when Users access the Template in a Project from the mobile app, they will be able to mark the section N/A.
Use a Checklist Template
Log in to CompanyCam.
Open your Project and click the Checklists Tab.
Click + Create Checklist and then Use Existing Template.
Choose the Checklist Template you'd like to use. After selecting your Template, the Checklist will be added to your Project.
In the app
Create a Checklist Template
Log in to CompanyCam.
Tap on the Checklists Tab of the Project and select the Checklist you'd like to create a Template for.
Tap on the Three Dots Icon near the top right corner of the page, and select Save Checklist as Template.
Title the Checklist Template and tap on Save Template.
Use a Checklist Template
Open the Project that you'd like to add a Checklist Template to.
Tap on the Checklists Tab.
Select the blue + Checklist Icon and then Use a Template.
Select the Checklist Template you'd like to use from your Template Library. After selecting your Template, the Checklist will be added to your Project.
Note: Once a Template has been created from a Checklist, any edits made to that Checklist and saved as a Template will create a new Template. It will not override the previously saved Template.