How do I create maintenance checklists?

Do you have a list of several maintenance tasks that need to be completed?  Our Checklists feature will allow you to put them all in one maintenance ticket and easily keep track of your progress.  It’s a great way to both reduce clutter in your maintenance ticket list and to get a sense of where things stand.  Here’s how to get started:

How to create a new checklist in a maintenance ticket

The most straightforward way to create a checklist is to add it when creating a new maintenance ticket.  To create a new checklist this way:

1. Click on the Maintenance tab in the left-side menu.
2. Click on the Create ticket button in the upper right corner.
3. As with any maintenance ticket, enter the ticket subject and initial comment, then choose a building, category, and any other information you’d like to set.
4. In the Checklist section, click where it says “Type here to add item…” and start typing.  Once you’re done with the first item, press Enter.  Your item will be added, and you’ll be able to add another.
5. Once you’ve added all your items and set everything for the ticket the way you’d like, click the Create ticket button at the bottom of the page.

How to create a checklist template

If you know you’ll be using the same checklist many times, it may save you time to create a template.  It’s not a requirement, and you can always deviate from the template when creating a ticket, but this option may be easier in the long run.  To create a checklist template:

1. Click on the Settings tab in the left-side menu.
2. Click on the Maintenance tab at the top of the Settings page, then on Checklists.
3. In the Checklists section, click the Add New button.
4. Enter a name for your checklist (just to help you keep track of it later), then start adding items.  Just click where it says “Type here to add item…” and start typing.  Once you’re done with the first item, press Enter.  Your item will be added, and you’ll be able to add another.
5. Once you’ve added all your items, click the Add button under your list.

How to put a checklist template into a maintenance ticket

Once you’ve created a checklist template, you’ll probably want to add it to a maintenance ticket.  To do that:

1. Click on the Maintenance tab in the left-side menu.
2. Click on the Create ticket button in the upper right corner.
3. As with any maintenance ticket, enter the ticket subject and initial comment, then choose a building, category, and any other information you’d like to set.
4. In the Checklist section, click the Select checklist button.
5. Check the box next to the checklist you’d like to add.  Note that you can check multiple boxes to add all items from more than one checklist template.
6. Click the Add button.

With that, your checklist template will be added to your ticket.  Note that the fact that you’re using a template doesn’t mean that you can’t change anything.  You can still add, edit, or remove items from your list right after you’ve added it.  You can even make changes after the ticket is created!  All in all, this feature can be a powerful tool to help you manage your maintenance tickets.