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Adding Checklists to Tasks and Service Orders

How to add Checklists to Tasks and Service Orders

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Written by Ashok P
Updated over 2 months ago

Tasks and Service Orders can have only one Checklist associated with them. If you want to add multiple checklists, you can merge multiple checklists from your global list of checklists created in the Control Panel.

Checklists can be added and edited from the Checklists tab in the task or service order.

task checklist.png

To add checklists to a task or service order:

1/ Click the Select button.

select button.png

2/ On the Select Checklist form, you can select multiple checklists to merge into one.

select checklist.png

Once added, you cannot add more checklists to the task or service order without clearing the existing checklists.

prompt when selecting checklists.png

You can add or edit checklist rows via the controls in the ribbon.

controls on ribbon for task.png

The additional functionality related to checklists in a task or service order is that they can be synced to and from Mobile Install.

When publishing a task or service order to Mobile Install, there is a "Publish Checklist" option.

publish checklist.jpg

In the Mobile Install view, you can update the status of the items in the checklist in the Checklist tab.

mobile install.jpg
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