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Create a checklist template

A template is the reusable version of an inspection. Define it once, then run it on every apartment.

Required role: Manager (or Organization Admin). Collaborators can view templates but not create or edit them.

Create the template​

  1. Open the project's Checklists area and go to Templates.
  2. Select New Template.
  3. Fill in:
    • Name — for example "Pre-delivery inspection".
    • Description — optional.
    • Phase — optional. Scopes the template to a project phase; checklists created from it on zones and drawings inherit it.
  4. Save.

Result: an empty template appears in the template list, ready for its items.

Add sections​

Sections group related checks. They're optional — a short list can sit flat.

  1. Open the template and select Add section.
  2. Enter a title (for example "Doors and windows") and an optional description.
  3. Save.

To change the order, drag sections into place or use the reorder action.

Add items​

  1. Inside a section (or at the top level for an ungrouped template), select Add item.
  2. Enter:
    • Label — the thing to check, for example "Doors open and close freely".
    • Hint text — optional helper text shown under the item on site.
  3. Save.

Result: the item appears in the template and will be copied into every checklist created from it.

Reorder items by dragging them within their section.

Edit or deactivate a template​

  1. Open the template and choose Edit to change its name, description, or phase.
  2. To retire a template without losing history, turn off active instead of deleting it — it stops appearing in the picker but checklists already run from it are untouched.
note

Editing a template never changes checklists already in progress. An instance is a copy taken at creation time, on purpose: a team halfway through an inspection shouldn't have items appear or disappear under them.

Duplicate a template​

Starting from an existing template is usually faster than starting from scratch.

  1. Open the template and choose Duplicate.
  2. Rename the copy and adjust its sections and items.

Result: a new, independent template with the same structure.

Next steps​

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