In this article, you will learn how to add checklists to jobs and leads.

Checklists is a Feature Center add-on that allows you to create customizable checklist templates to standardize your workflow and make sure nothing gets missed. Each template can include a variety of field types to capture exactly what you need, such as checkboxes, single/multi-select, pass/flag/fail, file uploads, and more. 

Templates can be added to jobs and in seconds and can be completed by your team in the office or the field using the web or mobile app. 

Adding checklists to jobs and on web (desktop)

Before you can add checklists to jobs or leads, you will need to create a new checklist template. To learn more about creating checklist templates, please see this article.

1. Open the job or lead you want to add a checklist to
2. Select the Checklists tab
   
3. Select Add checklist
4. Choose all of the checklist templates you want to add and select Save
   

These checklists will be added to the job and can be completed by any assigned technician.

Adding checklists to jobs and leads on mobile

Checklists can also be added right from your phone or tablet using the mobile app.

1. Open the job or lead you want to add a checklist to
2. Scroll down and select Checklists
   
3. Select Add checklist
4. Choose all of the checklist templates you want to add and select Save
   

Monitoring checklist progress

After adding a checklist to a job or lead, you'll be able to open the job to quickly see whether your team has worked on it. Within the "Checklists" tab of a job or lead, Workiz displays the:

• Checklist added
• Date it was last updated
• Team member who last updated it

The job/lead activity timeline will also display checklist-related actions, including when a checklist was added and completed.

Removing checklists from jobs and leads

If you mistakenly added a checklist to a job or decided you no longer want to have it on there, you can easily remove them from a job in just a few clicks. This is not the same as deleting the checklist template from your account to prevent future use. To learn more about deleting a checklist template, please see this article. 

1. Open the job you want to remove the checklist from
2. Select the Checklists tab
3. Next to the checklist you want to remove, select the delete icon
4. Select Delete to confirm

This checklist, including any progress made to it by a member of your team, will be permanently deleted.