Assign a checklist to a project or work order

You publish a checklist once, then assign it to the jobs where it should be filled. A checklist is always assigned to a project or a work order — optionally limited to specific people.

Assign a checklist

1. Open a project or work order and go to the Checklists tab.
2. Select Browse to pick an existing published checklist, or Create to build a new one and assign it automatically.
3. Choose who should fill it (see below).
4. Confirm.

Can I assign a checklist to individuals?

Yes — but always in the context of a project or work order, not on its own. When you assign, you can:

• Leave it open to Anyone on that project or work order, or
• Select specific team members so only they are expected to complete it.

There is no way to assign a checklist directly to a person with no project or work order attached.

Change or remove an assignment

• Use Change assignees on an assigned row to switch between Anyone and specific members.
• Use Unassign to remove the checklist from that job.

Assigned checklists show a Not started or Completed status as submissions come in from the field.