How to add a checklist to a task
A checklist breaks a task into items that can be ticked off individually. It's what you use when the work consists of several steps that need documenting — a periodic inspection, a commissioning, a round covering several installations.
How to add a checklist
- Open the building you want to work on. See How to switch building and search for a building.
- Go to FDV > Tasks in the sidebar.
- Open the task.
- Go to Checklists.
- Click Add checklist.
- Enter the items.
If the task has no checklist, it says No checklists.
How to use the checklist during the work
Tick the items off as they're carried out. If you remove an item, it's confirmed with Checklist item removed.
The checklist is part of the task, so the ticking is visible to everyone with access to it — not only to whoever is doing the work.
Note: A task can be set to Done even if the checklist isn't complete. Properate doesn't prevent it. If some items weren't done, use Done with exceptions or Follow up needed instead, so a trace remains.
How to build the checklist into a template
If the same inspection is carried out regularly, put the checklist on a task template rather than retyping the items every time. Each new task then arrives with the whole list ready. See How to create a task template.
Checklists are what make task templates worth the effort: the title and due date are quick to type, but fifteen inspection points aren't.
Frequently asked questions
Can a task have several checklists?
Yes. The field is Checklists, plural, so you can split the work into several lists — one per installation on a round, for example.
Can I add items while the work is underway?
Yes. If you discover something else needs checking, add it.
Can the assignee see the checklist on mobile?
The task with its checklist is available wherever the task is, so ticking off can be done standing at the installation.
What happens to the checklist when the task is closed?
It remains part of the task, and so serves as documentation of what was actually inspected.
Tip!
Phrase the items as something that can be ticked, not as topics. "Check filter guard — trips at 150 Pa" can be answered; "filters" can't. The phrasing is what decides whether the tick means anything when somebody reads the task a year later.