Add Checklists to Daily Project Reports - Web

Are you looking to add checklists to your Daily Project Reports? Then this article is for you! Adding checklists is fast and easy and can take your daily reports to the next level! Checklists can be added to any of our Daily Report sections including custom sections.  You can add checklists to a new Daily Project Report type, add them to an existing Daily Project Report type, or add them to a single Daily Project Report.

Curious about how to do this on mobile?  This article will walk you through how to do just that!

Daily Project Reports are one of our premium features.  If you would like to learn more about adding Daily Project Reports to your account, please schedule HERE with one of our product specialists!

Jump to:

Add Checklist to a New Daily Report Type

Add Checklist to an Existing Daily Report Type

Add Checklist to a Single Daily Report

Add Checklist to a New Daily Report Type

Step One: Get started

1. From the left navigation menu select Daily Project Reports 
2. Select Manage Types in the upper right corner

Step Two: Create a new report type

1. Click +Create 
2. Give your report type template a title
3. Select the position you want this template available to
4. Choose which report sections you want enabled by clicking the toggle on/off

Step Three: Add your checklist

1. Click on the gear icon next to the section you wish the checklist to appear under
2. Click the Enable Checklist box
3. Give your checklist a title
4. List your checklist item
   • Add additional items by clicking +Add Questions. 
   • Delete an item by clicking on the trash can
5. Click Update

Step Four: Add additional checklists to other report sections if desired

Step Five: Click Submit

Add Checklist to an Existing Daily Report Type

Step One: Get started

1. From the left navigation menu select Daily Project Reports 
2. Select Manage Types in the upper right corner

Step Two: Click on the report type title you want to add checklists to

Step Three: Add the checklist

1. Click on the gear icon next to the section you wish the checklist to appear under
2. Click the Enable Checklist box
3. Give your checklist a title
4. List your checklist items
   • Add additional items by clicking +Add Questions. 
   • Delete an item by clicking on the trash can
5. Click Update

Step Four: Add additional checklists to other report sections if desired

Step Five: Click Submit

Add Checklist to a Single Daily Report

Sometimes an employee might want to add a checklist to their report even if a checklist hasn’t been built into a report type (or Template). An employee can include a checklist within any Daily Report from the field as they’re filling out a report by following the steps below.

The added checklist will only appear in their report once. If they’d like the checklist to appear each time a report is created, a new Report Type/Template with the added checklist will need to be created.

Step One: Get started

1. From the left navigation menu select Daily Project Reports 
2. Click on Create in the upper left corner

Step Two: Begin creating a report

1. Select the project
2. Select the report type (optional)
3. Choose the date for the report
4. Click Preview

Step Three: Add checklist(s)

1. Click on the gear icon in the upper right corner
2. Click Settings of the section you want the checklist to appear in
3. Click the Enable Checklist box
4. Give your checklist a title
5. List your checklist items
   • Add additional items by clicking +Add Questions
   • Delete an item by clicking on the trash can
6. Click Update 

Step Four: Add additional checklists to other report sections if desired

Step Five: Use the back arrow to exit out of the report settings

Step Six: Fill out the checklist(s) 

Step Six: Finish completing the report as needed

Step Seven: Submit the report by clicking Save

CONTACT US!

Chat with us by clicking on the busybusy icon in the bottom right corner!

Email us: support@busybusy.com

Call us: 855-287-9287