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.
- From the sidebar menu, select Checklists
- Select the template you want to edit
- Select Checklist settings
- Turn the toggle on for Require completion to mark job done
- 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.
Overriding checklist requirements for specific jobs
You can override checklist requirements for a specific job without affecting the template settings.
- Open the job you want to edit
- Select the Checklists tab
- Next to the checklist you want to update, set the Required to close field to Yes or No
- Confirm your decision
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.
- From the sidebar menu, select Checklists
- Select the template you want to edit
- For the step that you want to make mandatory, turn the toggle on for Required
- Repeat Step 3 for all remaining steps
- Select Save
When enabled, the step is required. When disabled, the step is optional and will not prevent your team from submitting the checklist.