In this article, you will learn how to make checklists and checklist steps required in order to mark jobs as done.

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. 

You can also make checklists — and/or individual steps within a checklist — required in order to close jobs. This ensures all required work is completed and nothing is missed before a job is marked done.

Making entire checklists required to close jobs

Workiz allows you to require an entire checklist to be completed before a job can be closed.

1. From the sidebar menu, select Checklists
2. Select the template you want to edit
3. Select Checklist settings
   
4. Turn the toggle on for Require completion to mark job done
   
5. Select Save

Moving forward, jobs that include this checklist must be completed before they can be closed. If a team member tries to close the job early, they’ll be prompted to finish the checklist first.

Making individual checklist steps required for submission

You can also make specific steps within your checklist template required for submission, ensuring the work is completed properly.

1. From the sidebar menu, select Checklists
2. Select the template you want to edit
3. For the step that you want to make mandatory, turn the toggle on for Required
   
4. Repeat Step 3 for all remaining steps
5. Select Save

When enabled, the step is required. When disabled, the step is optional and will not prevent your team from submitting the checklist.