How To Create a Checklist Template

Information to know:

• You must be a company admin to create a new checklist

• Checklists are created at the company level and are available across all projects.

Steps

1. Navigate to Admin > Company Admin

2. In the management box, click on Checklists

3. Click on New Checklist

4. Create a title for your checklist

5. Update verbiage of the section headings and line items. In this example we are creating a general safety checklist.

To create a new line item, click on the blue plus button

6. Create new Sections by clicking on the blue plus button

7. When you are finished filling out your information, click on Save

See Also:

For Administrators:

• Customize Checklists at the Project Level
• Customizable Checklists

For Users:

• Create a Checklist on the Web
• Create a Checklist on Mobile