Inspection checklists

Checklists are reusable step-by-step procedures you apply to an issue when you create it. Steps marked Required must be checked off before the issue can be marked done — useful for inspections and any job where skipping a step has consequences.Pro+

Who sees what

Checklists in the sidebar requires the Pro plan or higher (lower plans see an upgrade prompt). Everyone can open and read checklists; only Managers and Admins can create, edit, archive, or delete them.

Creating a checklist

1. Sidebar → Checklists → New checklist.
2. Name it ("Monthly HVAC inspection") and optionally describe when it applies.
3. Add steps. Each step has a title, optional details, and a Required checkbox. Reorder with the ↑/↓ buttons. At least one step is required.
4. Save.

Applying a checklist to an issue

When filing an issue, use the Apply a checklist (optional)dropdown on the New issue form. The checklist's steps are copied onto the issue at that moment.

Working through a checklist

The issue page shows the checklist with a progress bar and a warning while required items remain unchecked. The assignee or any Manager/Admin can tick items. Checking off a Required item prompts for an optional note (a gauge reading, a measurement) — the note, who checked it, and when are recorded on the item.

Trying to mark the issue done with required items still open fails with a message telling you how many are left. Optional items never block closing.

Editing, archiving, deleting

Edits to a checklist affect only issues created after the edit — every issue keeps the snapshot of the checklist it was created with, so history never rewrites itself. The same goes for deleting: the template disappears from the picker, but issues that used it keep their snapshotted steps.

To retire a checklist without deleting it, uncheck Active in the editor (or use Archive instead in the danger zone). Archived checklists leave the picker but stay listed, marked Archived.