How to Create a Checklist in FieldTask?

Learn how to create customized Checklists for your jobs and require specific tasks or information before a job can be completed.

Checklists in FieldTask allow you to create customized forms that can be attached to jobs and completed by your assignees while they work.

You can use Checklists to collect information, verify work, capture proof, and make sure required tasks are completed before a job is checked out.

To create a Checklist:

• From the left sidebar, go to Settings.
• Select Checklist.

• Click New Checklist in the top right corner.

Add Items to Your Checklist

A Checklist can contain different types of items, including:

• Checkboxes
• Text Fields
• Pass / Flag / Fail
• Single-Select Options
• Multi-Select Options
• Photo Uploads
• Signatures

You can add multiple items depending on the information or actions you want your assignees to complete.

Organize Your Checklist into Sections

You can divide a single Checklist into multiple sections to keep related items organized.

For each section and Checklist item, you can:

• Add a name
• Add multiple items
• Choose the type of response required
• Mark an item as Required

❗ Please Note: If a Checklist item is marked as Required, it must be completed or resolved before the assignee can check out of the job.

Attach a Checklist to a Job

Once a Checklist has been created, you can attach it to a job:

• During Job Creation

• While Editing an Existing Job

Once attached, the Checklist becomes part of the job and will be available to the assigned Field Technician when they work on it.

This helps ensure that important steps, checks, documentation, and customer requirements are completed consistently for every job.