Add Checklists to Daily Project Reports - Mobile

Are you creating a new report type from your mobile device and want to add a checklist? Want to add a checklist to a previously created report type using your mobile device? Or want to add a checklist to a single daily report? Here’s how you do it!

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

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. Using the mobile navigation menu tap Reports
2. Tap Daily Project Reports
3. Tap the 3 dot stack in the upper right corner
4. Tap Manage Report Types

Step Two: Create a new Report Type

1. Tap the + button
2. Give your new report type a title
3. Select which position you want to have access to this report type
4. Choose which report sections you want active (on/off)

Step Three: Add Checklist

1. Select the report section you wish to add a checklist to
2. Tap on the checklist toggle to enable a checklist
3. Give your checklist a title
4. Add checklist items by tapping +Add Questions
   • Delete an item by clicking on the trash can
5. Tap Save

Step Four: Repeat the previous step to add additional checklists to other report sections if desired

Step Five: Tap Save

Add Checklist to an Existing Daily Report Type

Step One: Get started

1. Using the mobile navigation menu tap Reports
2. Tap Daily Project Reports
3. Tap the 3 dot stack in the upper right corner
4. Tap Manage Report Types.

Step Two: Select the report type you want to add a checklist to

Step Three: Add your checklist

1. Select the section you wish to add a checklist to.
2. Tap on the checklist toggle to enable a checklist
3. Give your checklist a title
4. Add checklist items by tapping +Add Questions
   • Delete an item by clicking on the trash can
5. Tap Save

Step Four: Repeat the previous step to add additional checklists to other report sections if desired

Step Five: Tap Save

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. Beginning the process of creating a Daily Project Report
   • Tap Reports
   • Tap Daily Project Reports
   • Tap the + icon
   • Select the project 
   • Select the Report Type or hit Skip

Step Two: Add a checklist

1. Tap the gear icon
2. Select the report section you wish to add a checklist to
3. Tap on the checklist toggle to enable a checklist
4. Give your checklist a title
5. Add checklist items by tapping +Add Questions
   • Delete an item by clicking on the trash can
6. Tap Save

Step Three: Repeat the previous step if a checklist is desired in a different section

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

Step Five: Fill out the checklist(s) by tapping on the checklist(s) under the Checklist section at the bottom. Once completed, a checkmark will appear next to the checklist title.

Step Six: Finish completing the report as needed

Step Seven: Preview the Report to see the filled-out checklist(s) appear in their respective report sections and tap Submit

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