Create a checklist for your team
Updated September 4, 2026
On this page
You build checklists on the web — Checklists → Create → the builder. In the app, Team checklists opens that same builder in a web view. There is no separate native builder.
On the web
In the sidebar, open Checklists.
Select Create.
Keep Blank, enter a Name, then select New checklist.
Use Add question for checkbox, text, single choice, or multiple choice. Turn on Require photo when the technician must attach an image. Then Save draft or Publish.
In the app
Open Team checklists and tap Create checklist. Editing opens the web builder in the app.
In the web view, add questions and tap Publish. There is no separate native builder.
Tips
- Use Add question for Checkbox, Text, Single choice, or Multiple choice.
- Mark a question Optional, or turn on Require photo so the technician must attach an image.
- Save draft keeps your work. Publish makes it available to assign.
- Only team owners and admins can build and publish.
- Model pass / fail with a single-choice question. There is no separate severity field.
Next: Assign a checklist to a project or work order. To draft questions with AI, see Build a checklist with Linky.
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