How to create a checklist

You build a checklist in the builder: sections and questions on the left, settings for the selected question on the right. Changes are saved automatically — there is no separate "Save" button for questions.

What you need

• company administrator rights — the Checklists section isn't available to other employees;
• a list of audit items grouped into sections.

Create a checklist

1. Open the section. In the Work → Checklists menu, click Create checklist.

2. Enter a name. At least 3 characters, for example "Daily sanitation audit". You can change the name later.

   

3. Click "Create". The Checklist builder opens right away.

Add sections and questions

1. Create a section. In the Sections and questions column, click Section, enter a name (at least 3 characters) and click Save.
2. Add a question. Under the section, click Add question — a "New question" appears and its settings open on the right.
3. Change the order. Drag a question with the mouse to the right place or into another section.
4. Rename or delete a section. Click … next to the section and choose Rename or Delete. Deleting a section also deletes all its questions.

Configure a question

Select a question in the left column — its settings open on the right:

• Name — the wording of the item that the auditor sees.
• Description for the auditor — a hint on what to check and how.
• Question type — Yes / No (answer options: Yes, No, Skip) or Text field (free-form answer). Text questions don't affect the score.
• Weight in points — a whole number from 1. Used only if the checklist's scoring method is In points.
• Photo required — the question can't be answered without a photo.
• Allow skipping — the auditor can skip the question. A skipped question isn't included in the score.
• Attachment sources — where a file can be attached from: Camera, Gallery, Files.
• Who fixes the violation and Auto task — who gets a task if the answer is "No". Learn more in Automation.

The Duplicate button creates a copy of the question in the same section; the trash icon deletes the question.

Checklist settings

Click Settings in the builder's top bar:

• Name and Description;
• Who can use the checklist — the employees who will see it in the app. If no one is selected, the checklist is Available to everyone;
• Available from and Available until — the time of day when the checklist can be completed;
• Scoring method — In percent or In points. New checklists use In points by default. How both methods work is explained in How the audit score is calculated;
• Send the report to the location email — after every audit the report goes to the "Location email for reports" from the location card (see Locations), whatever the score. The toggle is off for new checklists.

These settings apply once you click Save in the dialog.

Builder side panel

• Folder — which folder the checklist goes into; the Create folder link creates a new one.
• Violation tasks — the automation scenario for this checklist.
• Section roles — which position is responsible for violations in a section.
• Features — toggles for Location (the phone's coordinates are attached to the audit), Signature (the auditor signs before submitting) and AI plan (AI review in the report, see Audit report).

Preview

The Preview button in the builder's top bar shows the checklist the way the auditor will see it: sections and questions in builder order, answer options (Yes, No, Skip — if skipping is allowed — or a text field), hints, Photo required marks, attachment sources and, for the In points method, the question weight and maximum points. You can't answer in the preview — it's view-only.

The question order you set by dragging in the builder is the same as in the mobile app.

Copy, delete and restore

In the Work → Checklists list, every checklist has an Actions menu: Edit, Duplicate (a copy with all sections and questions) and Delete. Deleted checklists stay on the Deleted tab for 90 days — you can Restore them from there.

Frequently asked questions